RIA Intel›Advisers›Texas›HALBERT WEALTH MANAGEMENT, INC.

HALBERT WEALTH MANAGEMENT, INC.

Advisory

N·AUSTIN, TX

Data as of Feb 13, 2026 · Source: SEC Form ADV

Total AUM

$211M

1-Year AUM Growth

-54.9%

3-Year CAGR

-22.1%

Employees

4

Assets Under Management

Total AUM$211M

Discretionary AUM$148M

Non-Discretionary AUM$63M

Discretionary %70.3%

Total Clients—

Team

Total Employees4

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record53

First FilingMar 29, 2001

Latest FilingFeb 13, 2026

🔒 Full AUM trend chart and 53 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HALBERT WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.