CHARLOTTE, NCCRD 341458Registration Status: ApprovedEffective since April 10, 2026Latest ADV July 24, 2026
Gibert Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated July 24, 2026, reports $316M in regulatory assets under management, 2 employees, and 274 accounts.
Assets Under Management
$316M
Employees
2
Offices
--
Total Clients
116
Primary office
CHARLOTTE, NC
2820 SELWYN AVE, SUITE 420, CHARLOTTE, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.0% of total clients.
Top client categories% of clientsClients
1
HNWI
69.0%
80
2
Individuals
31.0%
36
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$316Mas of July 24, 2026
Discretionary100.0%
$316M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$316M
Total Accounts274
10Y AUM Change+$316M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee58:1
10Y Employee Change+1 (+100.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.