# HALBERT WEALTH MANAGEMENT, INC.

HALBERT WEALTH MANAGEMENT, INC. of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 108294
- Type: SEC-registered investment adviser
- SEC file number: 801-55411
- Location: 9433 BEE CAVE RD, SUITE 3-201, AUSTIN, TX, 78733
- Phone: 512-263-3800
- Latest filing: 2026-04-22
- Regulatory AUM: $211.2M
- Discretionary AUM: $148.4M
- Non-discretionary AUM: $62.8M
- Clients: 5
- Accounts: 602

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (10)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108294/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108294/similar
- Related entities: https://search.stillhousedata.com/firm/108294/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108294

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.