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Building 2HALBERT WEALTH MANAGEMENT, INC

Map pinAUSTIN, TX
Phone512-263-3800
NotebookSEC #801-55411
Total AUM
$211.2M
Employees
5
Clients
284

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9433 BEE CAVE RD
SUITE 3-201
AUSTIN
TX 78733
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
512-263-3800

ReceiptFinancials

Total AUM
$211.2M
Accounts
602
Discretionary
$148.4M
Accounts
467
Non-Discretionary
$62.8M
Accounts
135

ContactClients

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Individual Clients
143
AUM
$49.1M
HNW Individual Clients
106
AUM
$113.6M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M
Corporation or Business Clients
4
AUM
$6.3M
Other Clients
30
AUM
$41M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLAMIMNNCNHNYOHTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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