# GIBERT WEALTH MANAGEMENT, LLC

GIBERT WEALTH MANAGEMENT, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 341458
- Type: SEC-registered investment adviser
- SEC file number: 801-135845
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Paul L Gibert | MANAGING MEMBER / CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/341458/brochure
- Similar advisers: https://search.stillhousedata.com/firm/341458/similar
- Related entities: https://search.stillhousedata.com/firm/341458/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/341458

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.