Gibert Wealth Management: new SEC registration, $316M AUM, Charlotte, NC
Gibert Wealth Management (Charlotte, North Carolina): new SEC registration, $316M AUM, Charlotte, NC. Its amount of 316 is above the median of 134 (80th percentile). Dated 208 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 316 · 80th percentile of 1,149 NewRiaPulse records · 2.4x the median
Free preview: all 11 published fields of this record are shown below. Locked: 21 related NC NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Gibert Wealth Management |
| Legal name | Gibert Wealth Management, LLC |
| CRD | 341458 |
| Status | Approved |
| Registered with the SEC | 2026-04-10 |
| Latest Form ADV filing | 2026-07-24 |
| Location | Charlotte, NC, United States |
| Regulatory AUM | $315,989,002 |
| Accounts | 274 |
| Employees | 2 |
| Website | https://www.gibertwealth.com |
| amount percentile | 80th of 1,149 (median 134, 2.4x median) |
| Peer records CSV (22 NC records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-10
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NC first): Corrum Capital Management LLC · Pursuit Wealth Strategies, LLC · Advisorstrust Partners LLC · Mauney-Pitt Financial Management, INC. · Advisorengine Portfolio Solutions INC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Gibert Wealth Management and 22 North Carolina peers
- North Carolina NewRiaPulse records like this one: 22
- Gibert Wealth Management's amount: 80th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every North Carolina peer: $4,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $316M under management.
- Website on file.
What is the NewRiaPulse record for Gibert Wealth Management in Charlotte, North Carolina?
Gibert Wealth Management received SEC registration as an investment adviser (2026-04-10) with $315,989,002 in regulatory assets under management, based in Charlotte, NC.
How does Gibert Wealth Management compare to other North Carolina NewRiaPulse records?
Its amount of 316 sits in the upper half (80th percentile) of 1,149 records; the median is 134. It is 208 days old; check the official source for later updates before acting.
Gibert Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Gibert Wealth Management | Charlotte, NC | 316 | 80th | 2026-04-10 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in North Carolina NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.