# Gibert Wealth Management: new SEC registration, $316M AUM, Charlotte, NC

**Score:** 45/100

| 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 |

## Why this score
- $316M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/341458). Last refreshed: 2026-11-04T21:45:24.609Z.
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.