AdvisorCensus / Financial advisors / North Carolina / Charlotte / Gibert Wealth Management
Gibert Wealth Management
Filed as GIBERT WEALTH MANAGEMENT · Legal name Gibert Wealth Management, LLC
Gibert Wealth Management is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.
Quick answers
From the filingHow is Gibert Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Gibert Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Gibert Wealth Management located?
Gibert Wealth Management's principal office is in Charlotte, NC, according to its Form ADV.
Is Gibert Wealth Management registered with the SEC or a state?
Gibert Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341458.
How much does Gibert Wealth Management manage?
Gibert Wealth Management reports $315,989,002 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (100% discretionary).
What types of clients does Gibert Wealth Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (80); individuals (other than high net worth individuals) (36).
Does Gibert Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341458
What changed in Gibert Wealth Management's recent Form ADV filings?
In the August 2026 filing data: Employees performing advisory functions went from 1 to 2.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated July 24, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$315,989,002 as of October 2026, filing dated July 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Gibert Wealth Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- August 2026
- Employees performing advisory functions went from 1 to 2.
- July 2026
- Regulatory assets under management went from $0 to $315,989,002.
- Registered or notice-filed in GA, LA, SC.
- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Gibert Wealth Management (CRD 341458): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/gibert-wealth-management-charlotte-nc-341458