HALBERT WEALTH MANAGEMENT, INC.

HALBERT WEALTH MANAGEMENT, INC
AUSTIN, Texas·3 registered advisors·CRD# 108294
SEC# 801-554110512-263-3800
01

Firm Overview

AUM
$69M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Wealth ManagementFee-Only Advisory
04

Advisors at HALBERT WEALTH MANAGEMENT, INC.

3 registered advisors
Debi Benson Halbert
AUSTIN, Texas
Gary Don Halbert
AUSTIN, Texas
Phillip Ray Denney
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
3 advisors

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Data sourced from SEC Form ADV filings. HALBERT WEALTH MANAGEMENT, INC. (CRD# 108294) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.