Unclaimed Profile

Gary Don Halbert

HALBERT WEALTH MANAGEMENT, INC.·AUSTIN, Texas

Series 7, Series 22, Series 24, Series 39, Series 63, Series 6530 years registeredHALBERT WEALTH MANAGEMENT, INC.

11719 BEE CAVE ROAD, AUSTIN, TX 78738CRD# 1129296Firm CRD# 108294

Profile Verification

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

Identity

Gary Don Halbert · AUSTIN, TX

Registration

CRD #1129296 · HALBERT WEALTH MANAGEMENT, INC. · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HALBERT WEALTH MANAGEMENT, INC.

PENSIONMARK FINANCIAL GROUP, LLC

Dec 2022 – Dec 2023

Austin, TX

HALBERT WEALTH MANAGEMENT, INC

Nov 1995 – Mar 2023

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 22

Series 24

Series 39

Series 63

Series 65

Registration record

First registered · November 1, 1995

Years registered · 30

Disclosure History

2007Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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

Speak with Gary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gary is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in AUSTIN?

Browse all registered financial advisors in AUSTIN, Texas or claim this profile if it's yours.

Browse AUSTIN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gary Don Halbert offer?

Gary Don Halbert specializes in Wealth Management, Fee-Only Advisory.

What are Gary Don Halbert's credentials?

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

Where is Gary Don Halbert located?

Gary Don Halbert is based in AUSTIN, Texas, last registered with HALBERT WEALTH MANAGEMENT, INC..

How does Gary Don Halbert charge for services?

Gary Don 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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →