Halbert Wealth Management, Inc.

Halbert Wealth Management, Inc. (CRD# 108294) is a financial advisory firm headquartered in Austin, TX. They manage $69,076,616 in 258 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9433 Bee Cave Rd, Suite 3-201, Austin, TX 78733
http://www.halbertwealth.com
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    258
    ACCOUNTS
  • Average Account Value
    $267,739
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Halbert Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Debi Halbert, financial advisor Austin TX
Debi B. Halbert
CRD#: 1656634
9433 Bee Cave Rd, Suite 3-201, Austin, TX 78733

Debi Halbert (CRD# 1656634) is an Investment Advisor Representative working at Halbert Wealth Management, Inc. in Austin, TX and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals