# Gilbert Wealth

> Gilbert Wealth is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 317073
- Filed as: GILBERT WEALTH
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Indiana
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317073
- AdvisorCensus page: https://advisorcensus.com/firm/gilbert-wealth-317073

## Quick answers

**How is Gilbert Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Gilbert Wealth reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Gilbert Wealth registered with the SEC or a state?**
Gilbert Wealth is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 317073.

**How much does Gilbert Wealth manage?**
Gilbert Wealth reports $23,311,303 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (99% discretionary).

**What types of clients does Gilbert Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (5).

**Does Gilbert Wealth 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/317073

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $23,311,303
- Discretionary: $23,138,426
- Non-discretionary: $172,877

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $12,535,207 |
| High net worth individuals | 5 | $10,776,096 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gilbertwealth.com
- LinkedIn @steven-gilbert-financial-advisor

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gilbert Wealth (CRD 317073): Form ADV filing data as of October 2026.