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HALBERT WEALTH MANAGEMENT, INC

AUSTIN, TX · CRD 108294 · IAPD ↗ · halbertwealth.com · 512-263-3800

$211.2MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
March 2026 — HALBERT WEALTH MANAGEMENT, INC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
March 2026 — HALBERT WEALTH MANAGEMENT, INC reported RAUM up 190% ($72.8M -> $211.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
December 2025 — HALBERT WEALTH MANAGEMENT, INC notice-filed in AZ, CA, CO, FL, IA, LA, MI, MN, NC, NH, NY, OH, VA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
April 2024 — HALBERT WEALTH MANAGEMENT, INC reported RAUM down 55% ($153.2M -> $69.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2024 — HALBERT WEALTH MANAGEMENT, INC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.