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Halbert Wealth Management Ownership Overview

Financial ServicesCompany

Who owns Halbert Wealth Management?

Halbert Wealth Management is owned by Wellesley Asset Management. It was acquired in 2025.

Halbert Wealth Management

World Investment Advisors LLC

9433 Bee Caves Road, Bldg 3 Suite 201,
Austin, Texas 78733
United States,
(800) 348-3601
www.halbertwealth.com

Status Dates Investor(s)
Investment    Exit       
Current 2025-09-23 Wellesley Asset Management

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