Gibert Wealth Management, LLC
● SEC registered since 2026CRD 341458SEC# 801-135845Charlotte, NC
Reg. AUM
$316M
Employees
2
Accounts
274
Location
Charlotte, NC
Gibert Wealth Management, LLC assets under management
Gibert Wealth Management, LLC operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2026. It reports $316 million in regulatory assets under management and employs 2 people.
Gibert Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul L Gibert Control | Managing Member / Cco | Over 75% | 2026 |
Frequently asked questions
How much does Gibert Wealth Management, LLC manage?
Gibert Wealth Management, LLC reports $316 million in regulatory assets under management on its Form ADV.
How many employees does Gibert Wealth Management, LLC have?
Gibert Wealth Management, LLC reports 2 employees.
Where is Gibert Wealth Management, LLC located?
Gibert Wealth Management, LLC is based in Charlotte, NC and has been SEC-registered since 2026.
Does Gibert Wealth Management, LLC disclose fund performance?
Gibert Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2820 Selwyn Ave, Suite 420, Charlotte, NC 28209 |
| Phone | 7045755349 |
| Office hours | 9-5 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$316MNo change
Jun '26Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,306 advisers
EmployeesTop 86%
More than 14% of 16,824 advisers
Assets under management
$316Mregulatory AUM
Discretionary $316M