# Gibert Wealth Management

> 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.

- CRD: 341458
- Filed as: GIBERT WEALTH MANAGEMENT
- Legal name: Gibert Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341458
- AdvisorCensus page: https://advisorcensus.com/firm/gibert-wealth-management-charlotte-nc-341458

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $315,989,002
- Discretionary: $315,989,002
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $19,844,725 |
| High net worth individuals | 80 | $296,144,277 |

### 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, LA, NC, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gibertwealth.com

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gibert Wealth Management (CRD 341458): Form ADV filing data as of October 2026.