GIBERT WEALTH MANAGEMENT, LLC

GIBERT WEALTH MANAGEMENT, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 341458). Regulatory assets under management: $316.0M.

Registration

• CRD: 341458
• SEC file number: 801-135845
• Type: Registered investment adviser
• Location: 2820 SELWYN AVE, SUITE 420, CHARLOTTE, NC, 28209
• Phone: 7045755349
• Latest filing: 2026-07-24
• Regulatory AUM: $316.0M
• Discretionary AUM: $316.0M
• Clients: 2
• Accounts: 274

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 341458 on SEC IAPD (source of record)
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