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Halbert Wealth Management, INC

Halbert Wealth Management, INC. CRD 108294

Halbert Wealth Management, INC logo

CRD: 108294

Halbert Wealth Management, INC

Austin, TX, 78733
5122633800
www.halbertwealth.com
$211.2M Total AUM
$148.4M Disc. AUM
11.3% 3Y CAGR
5 Employees
284 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Guggenheim
Clients
Retail and Institutional
Platforms
Timber
Established Date
11-01-1995
Office Locations
1

Office Locations

9433 BEE Cave RD Suite 3-201 Austin TX

About Halbert Wealth Management, INC

Halbert Wealth Management is an Austin-based RIA offering clients access to alternative investments and institution-inspired portfolio construction aimed at absolute returns and low correlation to traditional stock and bond markets. The firm emphasizes independent, transparent advice with a dedicated personal consultant, and works across retail and institutional channels, with custody support including Schwab.

Team overview

39 AVG AGE
$52.8M AVG AUM / ADVISOR
$743.6K AVG AUM / CLIENT
9.1 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
30yrs Firm Age

Insights

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Accredited Investors

Momentum element Bridge fusion

Asset Classes

North Catalyst element Vector peak Timber delta Insight signal Element

Client Personas

Signal capital

Custodian

Beacon Pioneer catalyst Ember value Catalyst

Investment Themes

Timber foundation Optima value Matrix Atlas unison Momentum vertex

Investment Vehicles

Peak

Services

Radial Focus Ember Timber Signal north Eagle meridian

Technology

Radial

Owner & Executives

DEBI BENSON HALBERT

DEBI BENSON HALBERT

Chief Compliance Officer, Chief Financial Officer, COMPLIANCE OFFICER, MANAGING DIRECTOR, Retirement Specialist, Vice President

CRD
#1656634
Ownership
Less than 5%
(804) 855-5101
legacy.radial@crestcapital.com
in linkedin.com/in/signal-north
MICHAEL DAVID MILLER

MICHAEL DAVID MILLER

President

CRD
#5058472
Ownership
Less than 5%
(526) 720-9594
zenith.element@glaciercapital.com
in linkedin.com/in/atlas-prime
S

Signal alpha

Atlas signal

CRD
#56415
Ownership
28.0%
(827) 284-8681
crest.vital@primecapital.com
in linkedin.com/in/fusion-signal

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Contacts

B

Brian William Halbert

--

CRD
#5164875
(710) 945-6240
focus.atlas@momentumcapital.com
in linkedin.com/in/wave-timber
SPENCER PAUL WRIGHT

SPENCER PAUL WRIGHT

--

CRD
#2976593
(276) 695-5628
meridian.unison@valuecapital.com
in linkedin.com/in/beacon-pathway

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-04-2022
03-31-2023
03-27-2024
10-31-2025
04-22-2026
Category Assets AVG. Account size
Discretionary $148,365,888 $317,700
Non-Discretionary $62,826,748 $465,383
Total $211,192,636 $350,818

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Separately Managed Accounts

Total SMA Asset: $211,192,636

$211.2M Total SMA
Equity - Exchange:
22.2%
Corporate - Investment Grade:
6.3%
Private Funds:
21.6%
Cash:
15.5%
Derivatives:
10.7%
U.S. Government/Agency:
23.7%
Asset class Assets Assets %
Equity - Exchange $127,922,371 22.2%
Corporate - Investment Grade $36,302,294 6.3%
Private Funds $124,465,010 21.6%
Cash $89,315,169 15.5%
Derivatives $61,656,278 10.7%
U.S. Government/Agency $136,565,774 23.7%
Total $576,226,896 100.0%

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