Gibert Wealth Management, LLC
● SEC registered since 2026CRD 341458SEC# 801-135845
Reg. AUM
$316M
Employees
1
Accounts
274
Location
—
Gibert Wealth Management, LLC assets under management
Gibert Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2026. It reports $316 million in regulatory assets under management and employs 1 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 1 employees.
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
| Phone | 7045755349 |
| Office hours | 9-5 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$316Mregulatory AUM
Discretionary $316M