HALBERT WEALTH MANAGEMENT, INC.
Legal name: HALBERT WEALTH MANAGEMENT, INC
CRD #108294 SEC #801-55411 AUSTIN, TX 512-263-3800
SEC Registered
Total AUM
$72.8M
Discretionary
$0
Employees
2
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $72.8M | $0 | $72.8M | 2 | 0 |
| Aug 2025 | $72.8M | $0 | $72.8M | 2 | 0 |
| Feb 2025 | $72.8M | $0 | $72.8M | 2 | 0 |
| Mar 2024 | $69.1M | $0 | $69.1M | 2 | 0 |
| Mar 2023 | $153.2M | $88.4M | $64.7M | 5 | 0 |
| Mar 2023 | $159.7M | $87.9M | $71.7M | 5 | 0 |
| Nov 2022 | $159.7M | $87.9M | $71.7M | 5 | 0 |
| Aug 2022 | $159.7M | $87.9M | $71.7M | 5 | 0 |
| Mar 2022 | $159.7M | $87.9M | $71.7M | 6 | 0 |
| Jan 2022 | $149.4M | $77.2M | $72.2M | 5 | 0 |
| Dec 2021 | $149.4M | $77.2M | $72.2M | 5 | 0 |
| May 2021 | $149.4M | $77.2M | $72.2M | 5 | 0 |
| Feb 2021 | $149.4M | $77.2M | $72.2M | 5 | 0 |
| May 2020 | $127.1M | $60.2M | $66.9M | 5 | 0 |
| Mar 2020 | $127.1M | $60.2M | $66.9M | 5 | 0 |
| Dec 2019 | $116.2M | $34.9M | $81.3M | 5 | 326 |
| Aug 2019 | $116.2M | $34.9M | $81.3M | 5 | 326 |
| Feb 2019 | $116.2M | $34.9M | $81.3M | 5 | 326 |
| Nov 2018 | $132M | $23M | $109M | 5 | 350 |
| Jan 2018 | $132M | $23M | $109M | 5 | 350 |
| Feb 2017 | $120.2M | $11.9M | $108.2M | 5 | 400 |
| May 2016 | $103.1M | $5.6M | $97.5M | 5 | 900 |
| May 2016 | $103.1M | $5.6M | $97.5M | 5 | 900 |
| Mar 2016 | $103.1M | $5.6M | $97.5M | 5 | 900 |
| Jan 2016 | $103.1M | $5.6M | $97.5M | 5 | 900 |
| Sep 2015 | $109.9M | $2.9M | $107M | 5 | 900 |
| Sep 2015 | $109.9M | $2.9M | $107M | 5 | 900 |
| Feb 2015 | $109.9M | $2.9M | $107M | 5 | 900 |
| Apr 2014 | $100.4M | $2.4M | $98M | 8 | 900 |
| Jan 2014 | $100.4M | $2.4M | $98M | 8 | 900 |
| Jan 2013 | $93.5M | $1.5M | $92M | 9 | 900 |
| Dec 2012 | $100.4M | $1.5M | $98.9M | 9 | 900 |
| Feb 2012 | $100.4M | $1.5M | $98.9M | 6 | 900 |
| Feb 2012 | $100M | $1.5M | $98.5M | 6 | 900 |
| Apr 2011 | $103M | $1.8M | $101.2M | 10 | -- |
| Apr 2011 | $98.2M | $1.8M | $96.4M | 10 | -- |
| Mar 2011 | $98.2M | $1.8M | $96.4M | 10 | -- |
| Mar 2011 | $98.2M | $1.8M | $96.4M | 10 | -- |
| Mar 2010 | $97.6M | $1.7M | $96M | 10 | -- |
| Apr 2009 | $74.8M | $3.2M | $71.6M | 10 | -- |
| Mar 2008 | $88.7M | $0 | $88.7M | 10 | -- |
| Nov 2007 | $83.5M | $0 | $83.5M | 10 | -- |
| Aug 2007 | $83.5M | $0 | $83.5M | 10 | -- |
| Mar 2007 | $83.5M | $0 | $83.5M | 10 | -- |
| Mar 2006 | $71M | $0 | $71M | 10 | -- |
| Feb 2006 | $72M | $0 | $72M | 10 | -- |
| Mar 2004 | $50.3M | $0 | $50.3M | 10 | -- |
| Mar 2002 | $59M | $0 | $59M | 10 | -- |
DateOct 2025
Total AUM$72.8M
Discretionary$0
Non-Disc.$72.8M
Employees2
Clients0
DateAug 2025
Total AUM$72.8M
Discretionary$0
Non-Disc.$72.8M
Employees2
Clients0
DateFeb 2025
Total AUM$72.8M
Discretionary$0
Non-Disc.$72.8M
Employees2
Clients0
DateMar 2024
Total AUM$69.1M
Discretionary$0
Non-Disc.$69.1M
Employees2
Clients0
DateMar 2023
Total AUM$153.2M
Discretionary$88.4M
Non-Disc.$64.7M
Employees5
Clients0
DateMar 2023
Total AUM$159.7M
Discretionary$87.9M
Non-Disc.$71.7M
Employees5
Clients0
DateNov 2022
Total AUM$159.7M
Discretionary$87.9M
Non-Disc.$71.7M
Employees5
Clients0
DateAug 2022
Total AUM$159.7M
Discretionary$87.9M
Non-Disc.$71.7M
Employees5
Clients0
DateMar 2022
Total AUM$159.7M
Discretionary$87.9M
Non-Disc.$71.7M
Employees6
Clients0
DateJan 2022
Total AUM$149.4M
Discretionary$77.2M
Non-Disc.$72.2M
Employees5
Clients0
DateDec 2021
Total AUM$149.4M
Discretionary$77.2M
Non-Disc.$72.2M
Employees5
Clients0
DateMay 2021
Total AUM$149.4M
Discretionary$77.2M
Non-Disc.$72.2M
Employees5
Clients0
DateFeb 2021
Total AUM$149.4M
Discretionary$77.2M
Non-Disc.$72.2M
Employees5
Clients0
DateMay 2020
Total AUM$127.1M
Discretionary$60.2M
Non-Disc.$66.9M
Employees5
Clients0
DateMar 2020
Total AUM$127.1M
Discretionary$60.2M
Non-Disc.$66.9M
Employees5
Clients0
DateDec 2019
Total AUM$116.2M
Discretionary$34.9M
Non-Disc.$81.3M
Employees5
Clients326
DateAug 2019
Total AUM$116.2M
Discretionary$34.9M
Non-Disc.$81.3M
Employees5
Clients326
DateFeb 2019
Total AUM$116.2M
Discretionary$34.9M
Non-Disc.$81.3M
Employees5
Clients326
DateNov 2018
Total AUM$132M
Discretionary$23M
Non-Disc.$109M
Employees5
Clients350
DateJan 2018
Total AUM$132M
Discretionary$23M
Non-Disc.$109M
Employees5
Clients350
DateFeb 2017
Total AUM$120.2M
Discretionary$11.9M
Non-Disc.$108.2M
Employees5
Clients400
DateMay 2016
Total AUM$103.1M
Discretionary$5.6M
Non-Disc.$97.5M
Employees5
Clients900
DateMay 2016
Total AUM$103.1M
Discretionary$5.6M
Non-Disc.$97.5M
Employees5
Clients900
DateMar 2016
Total AUM$103.1M
Discretionary$5.6M
Non-Disc.$97.5M
Employees5
Clients900
DateJan 2016
Total AUM$103.1M
Discretionary$5.6M
Non-Disc.$97.5M
Employees5
Clients900
DateSep 2015
Total AUM$109.9M
Discretionary$2.9M
Non-Disc.$107M
Employees5
Clients900
DateSep 2015
Total AUM$109.9M
Discretionary$2.9M
Non-Disc.$107M
Employees5
Clients900
DateFeb 2015
Total AUM$109.9M
Discretionary$2.9M
Non-Disc.$107M
Employees5
Clients900
DateApr 2014
Total AUM$100.4M
Discretionary$2.4M
Non-Disc.$98M
Employees8
Clients900
DateJan 2014
Total AUM$100.4M
Discretionary$2.4M
Non-Disc.$98M
Employees8
Clients900
DateJan 2013
Total AUM$93.5M
Discretionary$1.5M
Non-Disc.$92M
Employees9
Clients900
DateDec 2012
Total AUM$100.4M
Discretionary$1.5M
Non-Disc.$98.9M
Employees9
Clients900
DateFeb 2012
Total AUM$100.4M
Discretionary$1.5M
Non-Disc.$98.9M
Employees6
Clients900
DateFeb 2012
Total AUM$100M
Discretionary$1.5M
Non-Disc.$98.5M
Employees6
Clients900
DateApr 2011
Total AUM$103M
Discretionary$1.8M
Non-Disc.$101.2M
Employees10
Clients--
DateApr 2011
Total AUM$98.2M
Discretionary$1.8M
Non-Disc.$96.4M
Employees10
Clients--
DateMar 2011
Total AUM$98.2M
Discretionary$1.8M
Non-Disc.$96.4M
Employees10
Clients--
DateMar 2011
Total AUM$98.2M
Discretionary$1.8M
Non-Disc.$96.4M
Employees10
Clients--
DateMar 2010
Total AUM$97.6M
Discretionary$1.7M
Non-Disc.$96M
Employees10
Clients--
DateApr 2009
Total AUM$74.8M
Discretionary$3.2M
Non-Disc.$71.6M
Employees10
Clients--
DateMar 2008
Total AUM$88.7M
Discretionary$0
Non-Disc.$88.7M
Employees10
Clients--
DateNov 2007
Total AUM$83.5M
Discretionary$0
Non-Disc.$83.5M
Employees10
Clients--
DateAug 2007
Total AUM$83.5M
Discretionary$0
Non-Disc.$83.5M
Employees10
Clients--
DateMar 2007
Total AUM$83.5M
Discretionary$0
Non-Disc.$83.5M
Employees10
Clients--
DateMar 2006
Total AUM$71M
Discretionary$0
Non-Disc.$71M
Employees10
Clients--
DateFeb 2006
Total AUM$72M
Discretionary$0
Non-Disc.$72M
Employees10
Clients--
DateMar 2004
Total AUM$50.3M
Discretionary$0
Non-Disc.$50.3M
Employees10
Clients--
DateMar 2002
Total AUM$59M
Discretionary$0
Non-Disc.$59M
Employees10
Clients--