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GIBERT WEALTH MANAGEMENT
Legal name: GIBERT WEALTH MANAGEMENT, LLC
CRD 341458File 801-135845
APPROVED
Retail clients
Custody
Filing as of Jul 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$316.0M
Below cohort median (national)
Discretionary AUM
$316.0M
Clients
116
274 accounts
Employees
2
Below cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 10, 2026
- Principal office
- 2820 SELWYN AVE, SUITE 420, CHARLOTTE, NC, 28209
- Phone
- 7045755349
- Website
- https://www.gibertwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $316.0M
- Discretionary AUM
- $316.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 274
- Non-discretionary accounts
- 0
- Total accounts
- 274
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 80 | $296.1M |
| Individuals (other than high net worth individuals) | 36 | $19.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.