Spencer P. Wright

HALBERT WEALTH MANAGEMENT,

Austin, TX 78733

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CRD#: 2976593

Professional summary

Spencer Paul Wright is a registered financial advisor currently at HALBERT WEALTH MANAGEMENT, INC located in Austin, Texas.

Spencer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Spencer has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Spencer Paul Wright's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 15, 2025 - Present

HALBERT WEALTH MANAGEMENT, INC

Office #1: 9433 Bee Cave Rd Suite 3-201, Austin, TX 78733

RIA

CRD#: 108294

Austin, TX

Past

December 6, 2022 - November 2, 2025

WORLD INVESTMENT ADVISORS, LLC

RIA

CRD#: 208512

Austin, TX

Past

March 24, 2000 - March 14, 2023

HALBERT WEALTH MANAGEMENT, INC

RIA

CRD#: 108294

AUSTIN, TX

Past

October 20, 1999 - December 31, 2012

PROFUTURES FINANCIAL GROUP, INC.

CRD#: 24328

AUSTIN, TX

Past

February 6, 1998 - October 28, 1999

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

February 6, 1998 - October 28, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HALBERT WEALTH MANAGEMENT, INC

HALBERT WEALTH MANAGEMENT, INC | PROFUTURES CAPITAL MANAGEMENT INC | HALBERT WEALTH MANAGEMENT, INC.

CRD#: 108294 / SEC#: 801-55411

RIA

Registered Investment Advisory firm - (4/14/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/28/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/29/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/5/1998

General Securities Representative Examination

Current Firm

HALBERT WEALTH MANAGEMENT, INC

HALBERT WEALTH MANAGEMENT, INC | PROFUTURES CAPITAL MANAGEMENT INC | HALBERT WEALTH MANAGEMENT, INC.

CRD#: 108294 / SEC#: 801-55411

RIA

Registered Investment Advisory firm - (4/14/1998 Approved)

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Contact information

Main Address

9433 Bee Cave Rd Suite 3-201, Austin, TX 78733

Mailing Address

Phone number

(512) 263-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A BROCHURE (8/26/2025)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 72,797,050

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Spencer P. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Spencer Paul Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORLD INVESTMENT ADVISORS, LLC

HALBERT WEALTH MANAGEMENT, INC

PROFUTURES FINANCIAL GROUP, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

HALBERT WEALTH MANAGEMENT, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/28/2013

Series 63

Date: 12/29/1997

Series 7

Date: 2/5/1998

Current Firm

HALBERT WEALTH MANAGEMENT, INC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HALBERT WEALTH MANAGEMENT, INC

TRUST BUT VERIFY

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