# Halbert Wealth Management Halbert Wealth Management is a Bank / Wealth / Trust based in Austin, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Austin, United States - **Region:** North America - **Address:** Austin, TX, United States - **Founded:** 1995 - **Assets under management:** Undisclosed - **Website:** halbertwealth.com - **LinkedIn:** https://www.linkedin.com/company/halbert-wealth-management ## Regulatory record - **CRD number:** 108294 - **SEC file number:** 801-55411 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-04-22T05:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108294 ## About Gary Halbert founded the firm in 1995 in Austin, Texas, as a registered investment advisor focused on delivering market research and managed-account solutions to individual investors. The firm grew out of Halbert's popular investment newsletter, which critiqued conventional Wall Street wisdom and advocated tactical, risk-managed approaches. This publishing heritage remains central to the firm's identity; its weekly client letters and public commentary form the primary channel for client engagement and acquisition. Halbert Wealth Management uses a manager-of-managers model, conducting due diligence on external money managers and offering their strategies to clients via separately managed accounts. The firm historically emphasized tactical and trend-following disciplines — strategies designed to shift between asset classes or move to cash during adverse market conditions. Core asset classes typically include US equities, fixed income, and managed futures. The firm does not operate as a pooled fund manager; it acts as an intermediary, matching client capital with vetted third-party investment programs, with all trades requiring client approval. The firm is headquartered in Austin and has maintained a lean operational footprint consistent with a boutique RIA. Halbert's written market outlooks — often contrasting active tactical management with passive buy-and-hold strategies — have been a durable fixture in the retail investment newsletter space for over two decades. Halbert Wealth Management's structural differentiator is its non-discretionary, publishing-led model. Most RIAs of similar vintage transitioned to discretionary AUM-based fee models and centralized portfolio management. Halbert instead operates as an informed intermediary: the firm researches managers, recommends allocations, and publishes detailed reasoning, but the client must consent to every trade. This architecture creates a transparency burden — every recommendation is publicly and permanently in print — that functions as a constraint on marketing hype and a check on strategy drift. ## People - Gary Halbert — Founder ## Questions ### Who makes investment decisions at Halbert Wealth Management? The client makes the final investment decision. Halbert operates on a non-discretionary basis, meaning the firm recommends vetted third-party managers and strategies, but every trade requires explicit client consent. This structural feature distinguishes it from the majority of RIAs that hold discretionary authority over client accounts. ### How does Halbert Wealth Management source investment strategies? Halbert acts as a manager-of-managers, conducting in-house due diligence on external money managers. The firm selects third-party investment programs — historically favoring tactical, trend-following, and risk-managed strategies — and makes them available to clients via separately managed accounts. It does not run proprietary pooled funds or direct investment vehicles. ### What is Gary Halbert's investment philosophy? Gary Halbert has consistently argued that active risk management and tactical asset allocation outperform passive buy-and-hold strategies over full market cycles. His public commentary frequently critiques conventional financial planning assumptions and advocates for strategies that can reduce equity exposure or move to cash during downturns. This stance is embedded in the firm's manager selection process and its weekly client communications. ### Does Halbert Wealth Management run a hedge fund or private fund? No. Halbert Wealth Management is a registered investment advisor that allocates client capital to third-party managed accounts. It has not publicly launched or managed a pooled hedge fund or private fund structure. The firm's model is built on matching individual client accounts with external manager strategies on a non-discretionary basis. ### How does the firm communicate with clients? The firm is known for its weekly market commentary and investment outlook letters written by Gary Halbert. These publications analyze current market conditions, critique prevailing investment narratives, and explain the rationale behind the firm's recommended strategies. The publishing tradition predates the RIA itself and remains the cornerstone of client engagement. ## Related profiles - [Halberstadt Financial Consultants](https://altss.com/profile/halberstadt-financial-consultants) - [Halcyon Wealth Management](https://altss.com/profile/halcyon-wealth-management) --- Last updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/halbert-wealth-management Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology