HALBERT WEALTH MANAGEMENT, INC. of AUSTIN, TX is an SEC-registered investment adviser (CRD 108294). Regulatory assets under management: $211.2M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Michael David Miller | PRESIDENT | — |
| Debi Benson Halbert | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |
| Henry James Rohlfs | DIRECTOR OF OPERATIONS; VICE PRESIDENT | — |
| Phillip Ray Denney | VICE PRESIDENT | — |
| HALBERT GARY DON | PRESIDENT | — |
| HALBERT DEBI BENSON | CHIEF COMPLIANCE OFFICER; SECRETARY/TREASURER | — |
| MEYER JON PATRICK | CHIEF COMPLIANCE OFFICER | — |
| POSEY JOHN MICHAEL | SENIOR VICE PRESIDENT | — |
| DENNEY PHILLIP RAY | VICE PRESIDENT | — |
| ROHLFS HENRY JAMES | VICE PRESIDENT | — |