HALBERT WEALTH MANAGEMENT, INC.
SEC file number 801-55411
· AUSTIN, TX
https://halbert-gmbh.de ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$69.1M
Discretionary AUM
$0
Employees
2
Clients
—
Firm
- Address
- 9433 BEE CAVE RD
AUSTIN, TX 78733 - Phone
- —
- Website
- https://halbert-gmbh.de
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
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- US Wealth Management Ventures, LLC Medium name-match confidence · CIK 1993605 · NY
- Strata Solas Wealth Management LLC Medium name-match confidence · CIK 2105970 · DE
- Serif Health Management, Inc. Medium name-match confidence · CIK 1926833 · CA
- North Haven Capital Partners VIII U.S. Wealth Management Partners LP Medium name-match confidence · CIK 2027895 · NY
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Strata Solas Wealth Management LLC · D · Jan 20, 2026
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US Wealth Management Ventures, LLC · D · Nov 24, 2025$5M
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
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North Haven Capital Partners VIII U.S. Wealth Management Partners LP · D/A · Aug 5, 2025
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M
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North Haven Capital Partners VIII U.S. Wealth Management Partners LP · D/A · Jan 30, 2025