Halbert Wealth Management, Inc

Overview

Halbert Wealth Management, Inc is a privately held advisory firm registered with the SEC since 1998. The firm provides portfolio management for individuals, small businesses, and institutional clients and charges fees as a percentage of assets under management. Ownership is a mix of a domestic entity and individual ownership. Halbert identifies as an “other investment adviser” in its affiliations and does not self-identify as a capital allocator, multi-state adviser, pension consultant, or newly formed adviser. The firm is not an active ESG investor.

Assets & Accounts

Public Holdings

Location & Offices