GILBERT WEALTH

GILBERT WEALTH is an SEC-registered investment adviser (CRD 317073). Regulatory assets under management: $23.3M.

Registration

• CRD: 317073
• Type: Registered investment adviser
• Phone: 260-267-5531
• Latest filing: 2026-03-04
• Regulatory AUM: $23.3M
• Discretionary AUM: $23.1M
• Non-discretionary AUM: $173K
• Clients: 1
• Accounts: 86

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317073 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search