Halbert Wealth Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Austin, TX. Its latest Form ADV filing, dated April 22, 2026, reports $211M in regulatory assets under management, 5 employees, and 602 accounts.
Assets Under Management
$211M
Employees
5
Offices
--
Total Clients
284
Primary office
AUSTIN, TX
9433 BEE CAVE RD, SUITE 3-201, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.4% of total clients.
Top client categories% of clientsClients
1
Individuals
50.4%
143
2
HNWI
37.3%
106
3
Irrevocable Trusts/Estates
10.6%
30
4
Corporations
1.4%
4
5
Pension Plans
0.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$211Mas of April 22, 2026
Discretionary70.3%
$148M
70% of total RAUM70.3%
Non-discretionary29.7%
$63M
30% of total RAUM29.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$211M
Total Accounts602
10Y AUM Change+$91M (+75.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee57:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.