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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| DENNEY, PHILLIP, RAY | I | VICE PRESIDENT | NA | |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | SECRETARY/TREASURER | NA | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYER, JON, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POSEY, JOHN, MICHAEL | I | SENIOR VICE PRESIDENT | NA | |
| POSEY, JOHN, MICHAEL | I | SENIOR VICE PRESIDENT | NA | |
| POSEY, JOHN, MICHAEL | I | SENIOR VICE PRESIDENT | NA | |
| POSEY, JOHN, MICHAEL | I | SENIOR VICE PRESIDENT | NA | |
| POSEY, JOHN, MICHAEL | I | SENIOR VICE PRESIDENT | NA | |
| POSEY, JOHN, MICHAEL | I | SENIOR VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| ROHLFS, HENRY, JAMES | I | VICE PRESIDENT | NA | |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HALBERT, DEBI, BENSON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
| HALBERT, GARY, DON | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Oct 31, 2025 REGISTERED
Notice Filings (49)
AK AL AR AZ CA CO CT DC DE FL GA IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV
Address
9433 BEE CAVE RDSUITE 3-201
AUSTIN, TX 78733
United States
Phone: 512-263-3800