Halbert Wealth Management logo

Halbert Wealth Management Employee Directory

Investment ManagementTexas, United States2-10 Employees

Halbert Wealth Management is a registered investment advisor operating in the investment management sector, based in Austin, Texas. The firm notes a focus on incorporating alternative investments that are non-correlated to traditional stock and bond markets, aiming to improve performance, reduce volatility, and provide risk management in uncertain market environments. Its services are oriented toward delivering professional investment management to clients, with an emphasis on strategies that may appeal to investors seeking diversification beyond conventional asset classes.

Find Halbert Wealth Management employees' phone numbers or email addresses

Halbert Wealth Management Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Halbert Wealth Management's Leadership

  • Stylized image of a person
    D. H.
    Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    D. S.
    Client Services Administrator
    Phone icon

Halbert Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Consultant
  • Accounting
  • Administrative
  • Other

Contact profiles from Halbert Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. H.
    Chief Compliance Officer
    Phone icon
    Sep 30, 2024
  • Stylized image of a person
    D. S.
    Client Services Administrator
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is Halbert Wealth Management known for?

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Halbert Wealth Management was founded in 1995 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Halbert Wealth Management's company overview page for more information.

What is Halbert Wealth Management's most common email format?

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Halbert Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Halbert Wealth Management email formats with LeadIQ.

How many employees does Halbert Wealth Management have currently?

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Halbert Wealth Management has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Halbert Wealth Management's key employees and leadership?

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As of July 2026, Halbert Wealth Management's key employees include:

  • Chief Compliance Officer: D. H.
  • Client Services Administrator: D. S.

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