Insights

Niche Market Focus Halbert Wealth Management specializes in alternative investments that are non-correlated to traditional markets, presenting an opportunity to offer innovative financial products and tools tailored to clients seeking diversification and risk mitigation.

Recent Acquisition The company's acquisition by Wellesley Asset Management highlights its potential for growth in the institutional and high-net-worth client segments, suggesting opportunities to partner or provide services that support expanded asset management capabilities.

Financial Scale With revenues estimated between $10 million and $25 million, Halbert Wealth is positioned as a mid-sized player, creating opportunities to offer scalable solutions and technologies aimed at enhancing operational efficiency and client engagement.

Technology Adoption Utilizing modern tech stacks like PWA, Google Analytics, and MouseFlow indicates openness to digital innovations; sales efforts could focus on offering advanced analytics, client portal enhancements, and digital marketing solutions to support growth.

Market Differentiation Focusing on institutional-quality results and alternative strategies, Halbert Wealth Management can benefit from products and services that bolster its unique value proposition, including customized investment management tools and compliance solutions for SEC-registered advisors.

Similar companies to Halbert Wealth Management

Halbert Wealth Management Tech Stack

Halbert Wealth Management uses 8 technology products and services including Moment.js, jQuery, PWA, and more. Explore Halbert Wealth Management's tech stack below.

Moment.js
Javascript Libraries
jQuery
Javascript Libraries
PWA
Miscellaneous
PHP
Programming Languages
Google Tag Manager
Tag Management
MouseFlow
Web Analytics
Google Analytics
Web Analytics
Apache HTTP Server
Web Servers

Media & News

Wellesley Asset Management, Inc. acquires Halbert Wealth Management, Inc..
Wellesley Asset Management, an independent SEC-registered investment advisor known for its focus on convertible bond strategies, said it has acquired Halbert Wealth, an SEC-registered investment advisory firm with a strong client base in Texas.
Sep 23, 2025 | business-news-today.com

Halbert Wealth Management's Email Address Formats

Halbert Wealth Management uses at least 1 format(s):

Halbert Wealth Management Email Formats	Example	Percentage
First@halbertwealth.com	John@halbertwealth.com	36%
Last@halbertwealth.com	Doe@halbertwealth.com	19%
First.Last@halbertwealth.com	John.Doe@halbertwealth.com	9%
First@halbertwealth.com	John@halbertwealth.com	36%

Frequently Asked Questions

Where is Halbert Wealth Management's headquarters located?

Halbert Wealth Management's main headquarters is located at 11719 FM 2244, Suite 100 Austin, TX 78738, US. The company has employees across 1 continents, including North America.

What is Halbert Wealth Management's phone number?

You can contact Halbert Wealth Management's main corporate office by phone at

+1-800-348-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Halbert Wealth Management's official website and social media links?

Halbert Wealth Management's official website is halbertwealth.com and has social profiles on LinkedIn.

How much revenue does Halbert Wealth Management generate?

As of October 2025, Halbert Wealth Management's annual revenue is estimated to be $3.8M.

What is Halbert Wealth Management's NAICS code?

Halbert Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Halbert Wealth Management have currently?

As of October 2025, Halbert Wealth Management has approximately 6 employees across 1 continents, including North America. Key team members include Ceo: G. H.Chief Compliance Officer: D. H.Investment Advisor Representative: P. D.. Explore Halbert Wealth Management's employee directory with LeadIQ.

What industry does Halbert Wealth Management belong to?

Halbert Wealth Management operates in the Investment Management industry.

What technology does Halbert Wealth Management use?

Halbert Wealth Management's tech stack includes Moment.jsjQueryPWAPHPGoogle Tag ManagerMouseFlowGoogle AnalyticsApache HTTP Server.

What is Halbert Wealth Management's email format?

Halbert Wealth Management's email format typically follows the pattern of First@halbertwealth.com. Find more Halbert Wealth Management email formats with LeadIQ.

When was Halbert Wealth Management founded?

Halbert Wealth Management was founded in 1995.

Halbert Wealth Management

Q: How many employees does Halbert Wealth Management have currently?

Halbert Wealth Management has approximately 6 employees.

Q: What technology does Halbert Wealth Management use?

Halbert Wealth Management's tech stack includes Google Hosted Libraries, WordPress, PHP, parallax.js, MouseFlow.

Investment ManagementUnited States2-10 Employees

Burned by Wall Street’s conventional buy-and-hold thinking? Halbert Wealth Management, a Registered Investment Advisor, believes that in order to survive this uncertain market environment, investors should include alternative investments that are non-correlated to the stock and bond markets to enhance performance, reduce volatility and provide risk management. HWM brings each client professional investment management with the potential for results many institutional investors would be pleased to achieve.