Investment adviser · CRD 108294

HALBERT WEALTH MANAGEMENT, INC

Investment adviser filing (IA)

HALBERT WEALTH MANAGEMENT, INC.

AUSTIN, TX, United States · Form ADV filed Sep 9, 2026

Regulatory AUM
$211M
Form ADV · Item 5.F
Client accounts
602
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals106$113,643,88453.8%
Individuals143$49,105,81223.3%
Other clients30$41,026,32019.4%
Corporations & businessesFewer than 5$6,297,8973.0%
Retirement plans1$1,118,7230.5%
Filing source

Form ADV 2131666 · Sep 9, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PROFUTURES DIVERSIFIED FUND II, LPOther Private Fund · Last reported Sep 17, 2015$2.27MGross asset value

Feeder funds

  • PROFUTURES STRATEGIC ALLOCATION TRUST
Fund administrator ARTHUR BELL & ASSOCIATES HUNT VALLEY, Maryland, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor MCGLADREY & PULLEN CHICAGO, Illinois, United States
Custodian ED&F MAN CAPITAL MARKETS CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-5081970936
Reported beneficial owners
125
Minimum commitment
$10K
Form D file number
021-812192

Form ADV 947293 · Sep 17, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 9, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

9433 BEE CAVE RD, BLDG. 1, STE 200
AUSTIN, TX, 78733, United States

CRD 108294

Filing source

Form ADV 2131666 · Sep 9, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.