{
  "crd_number": 341458,
  "slug": "gibert-wealth-management-charlotte-nc-341458",
  "primary_business_name": "GIBERT WEALTH MANAGEMENT",
  "legal_name": "GIBERT WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Charlotte",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-10",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-24",
  "carried_forward": false,
  "raum_total": 315989002.0,
  "raum_discretionary": 315989002.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 19844725.0,
      "count": 36
    },
    "high_net_worth_individuals": {
      "raum": 296144277.0,
      "count": 80
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA",
    "LA",
    "NC",
    "SC"
  ],
  "websites": [
    "https://gibertwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/341458",
  "city_as_filed": "CHARLOTTE",
  "url": "https://advisorcensus.com/firm/gibert-wealth-management-charlotte-nc-341458",
  "display_name": "Gibert Wealth Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Gibert Wealth Management (CRD 341458): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Gibert Wealth Management compensated?",
      "a": "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."
    },
    {
      "q": "Where is Gibert Wealth Management located?",
      "a": "Gibert Wealth Management's principal office is in Charlotte, NC, according to its Form ADV."
    },
    {
      "q": "Is Gibert Wealth Management registered with the SEC or a state?",
      "a": "Gibert Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341458."
    },
    {
      "q": "How much does Gibert Wealth Management manage?",
      "a": "Gibert Wealth Management reports $315,989,002 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Gibert Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (80); individuals (other than high net worth individuals) (36)."
    },
    {
      "q": "Does Gibert Wealth Management report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Gibert Wealth Management's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Employees performing advisory functions went from 1 to 2."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $315,989,002.",
        "Registered or notice-filed in GA, LA, SC."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/gibert-wealth-management-charlotte-nc-341458.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 36,
      "fewer_than_5": false,
      "raum": 19844725.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 80,
      "fewer_than_5": false,
      "raum": 296144277.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/341458",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}