PPrivate Fund Data Log in Join · $37/mo

Gibert Wealth Management, LLC

● SEC registered since 2026CRD 341458SEC# 801-135845
Export (members)
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
NameTitleOwnershipSince
Paul L Gibert ControlManaging Member / CcoOver 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

Phone7045755349
Office hours9-5
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$316M
Non-discretionary$0
Total (RAUM)$316M