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Managing Director and Chief Compliance Officer · Halbert Wealth Management, Inc

Debi B. Halbert

CRD 1656634 · Named on Form ADV at one SEC-registered adviser

At a glance

Halbert Wealth Management, Inc, an SEC-registered wealth manager based in Austin, TX with $211 million in regulatory assets, lists Debi B. Halbert on its Form ADV as Managing Director and Chief Compliance Officer.

Firms and roles

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Debi’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Debi’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.