Unclaimed Profile

Debi Benson Halbert

HALBERT WEALTH MANAGEMENT, INC.·AUSTIN, Texas

Series 7, Series 22, Series 27, Series 39, Series 63, Series 65Clean record30 years registeredHALBERT WEALTH MANAGEMENT, INC.

9433 BEE CAVE RD, AUSTIN, TX 78733CRD# 1656634Firm CRD# 108294

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Debi Benson Halbert · AUSTIN, TX

Registration

CRD #1656634 · HALBERT WEALTH MANAGEMENT, INC. · 30 years registered

Brand Profile

Not yet started

Career History

HALBERT WEALTH MANAGEMENT, INC

Nov 1995 – present

WORLD INVESTMENT ADVISORS, LLC

Dec 2022 – Nov 2025

Austin, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 22

Series 27

Series 39

Series 63

Series 65

Registration record

First registered · November 1, 1995

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HALBERT WEALTH MANAGEMENT, INC.

CRD 108294 · SEC 801-55411

AUM

$69M

Regulatory assets under management

Employees

258 client accounts

Services offered by HALBERT WEALTH MANAGEMENT, INC.

Per Form ADV

Selection of other advisers

Security ratings or pricing services

View all advisors at HALBERT WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Debi Benson Halbert offer?

Debi Benson Halbert specializes in Wealth Management, Fee-Only Advisory. Contact their office in AUSTIN, Texas for a consultation.

What are Debi Benson Halbert's credentials?

Debi Benson Halbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Debi Benson Halbert located?

Debi Benson Halbert is based in AUSTIN, Texas, working with HALBERT WEALTH MANAGEMENT, INC.. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Debi Benson Halbert charge for services?

Debi Benson Halbert's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HALBERT WEALTH MANAGEMENT, INC.?

HALBERT WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $69M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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