# Gilbert Private Wealth LLC

> Gilbert Private Wealth LLC is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.

- CRD: 342519
- Filed as: GILBERT PRIVATE WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342519
- AdvisorCensus page: https://advisorcensus.com/firm/gilbert-private-wealth-llc-scottsdale-az-342519

## Quick answers

**How is Gilbert Private Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Gilbert Private Wealth LLC 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 Gilbert Private Wealth LLC located?**
Gilbert Private Wealth LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Gilbert Private Wealth LLC registered with the SEC or a state?**
Gilbert Private Wealth LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342519.

**How much does Gilbert Private Wealth LLC manage?**
Gilbert Private Wealth LLC reports $0 in regulatory assets under management in its Form ADV filing dated June 16, 2026.

**Does Gilbert Private Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/342519

## From the Form ADV filing

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

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

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gilbert Private Wealth LLC (CRD 342519): Form ADV filing data as of October 2026.