HALBERT WEALTH MANAGEMENT, INC
SEC RegisteredInstitutional Investment Strategies for your portfolio
About the firm
HWM offers clients access to alternative investment opportunities with the goal of producing absolute returns. The firm seeks to provide strategies that reduce risk and produce consistent gains with low market correlations, operating independently and transparently with a focus on putting client interests first.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Alternative investment opportunities aimed at producing absolute returns, strategies with low market correlations, and personalized consulting to align with clients' goals and vision.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 143 | $49M |
| High Net Worth Individuals | 106 | $114M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $1.1M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Discretionary - First $500,000 | 1.25% |
| Discretionary - Next $500,000 to $2,000,000 | 1.00% |
| Discretionary - Above $2,000,000 | 0.00% |
| HWM Alpha Advantage - First $1,000,000 | 2.50% |
| HWM Alpha Advantage - Next $1,000,000 to $2,500,000 | 2.25% |
| HWM Alpha Advantage - Next $2,500,000 to $5,000,000 | 2.00% |
| HWM Alpha Advantage - Above $5,000,000 | 0.00% |
Data as of April 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HALBERT WEALTH MANAGEMENT, INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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