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| Keyboard |
| Halbert Wealth Management Inc
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|---|---|
| CRD # | 108294 |
| SEC # | 801-55411 |
| CIK # | |
| AUM | 211.2 M (2026-04-22) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 512-263-3800 |
| Address | 9433 Bee Cave Rd Austin, TX 78733 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Profutures Diversified Fund II LP | [2012-02-09] | 4.0 M | |
| Other | Profutures Strategic Allocation Trust | 2012-02-09 | 1.3 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 143 | 49.1 |
| (b) Individuals (high net worth individuals) | 106 | 113.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 6.3 |
| (n) Other | 30 | 41.0 |
| Total | 602 | 211.2 |
| By Discretionary | ||
| Discretionary | 467 | 148.4 |
| Non-Discretionary | 135 | 62.8 |
| Total | 602 | 211.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.2 | |
| Total | 602 | 211.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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|---|---|---|
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|
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