Wellesley Asset Management Acquires Halbert Wealth
September 25, 2025
Wellesley Asset Management, an independent SEC-registered investment adviser based in Portsmouth, New Hampshire, has acquired Halbert Wealth, an SEC-registered investment adviser based in Austin, Texas. The deal expands Wellesley's footprint into the greater Austin area and is intended to broaden product and technology capabilities for Halbert Wealth clients while retaining existing advisors.
- Buyers
- Wellesley Asset Management
- Targets
- Halbert Wealth
- Industry
- Wealth Management
- Location
- Texas, United States
- Transaction Type
- Buyout
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