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Halbert Wealth Management, Inc.

● SEC registered since 1998CRD 108294SEC# 801-55411Austin, TX
Export (members)
Reg. AUM
$72.8M
Employees
2
Accounts
1
Location
Austin, TX

Halbert Wealth Management, Inc. assets under management

Halbert Wealth Management, Inc. operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 1998. It reports $72.8 million in regulatory assets under management and employs 2 people.
www.halbertwealth.comView on SEC.gov ↗

Halbert Wealth Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Debi Benson Halbert ControlChief Compliance OfficerOver 75%1995
Henry James RohlfsVice PresidentUnder 5%2014
Phillip Ray DenneyVice PresidentUnder 5%2011

Frequently asked questions

How much does Halbert Wealth Management, Inc. manage?

Halbert Wealth Management, Inc. reports $72.8 million in regulatory assets under management on its Form ADV.

How many employees does Halbert Wealth Management, Inc. have?

Halbert Wealth Management, Inc. reports 2 employees.

Where is Halbert Wealth Management, Inc. located?

Halbert Wealth Management, Inc. is based in Austin, TX and has been SEC-registered since 1998.

Does Halbert Wealth Management, Inc. disclose fund performance?

Halbert Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9433 Bee Cave Rd, Suite 3-201, Austin, TX 78733
Phone512-263-3800
Fax512-263-3459
Office hours8:30a.m.-4:30p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$72.8M
Total (RAUM)$72.8M