Gibert Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Gibert Wealth Management provides discretionary wealth management to individuals, families and business owners and delivers retirement plan advisory services to employer plan sponsors. The firm's initial SEC registration was filed in 2026 and its Wealth Management program uses a broad set of securities — including stocks, bonds, mutual funds, ETFs, REITs and options — to implement client portfolios.
The firm describes an investment process that combines quantitative and qualitative analysis, modern portfolio theory and charting, and offers ongoing financial planning and incidental consulting alongside portfolio construction, monitoring and rebalancing with periodic (typically quarterly) reviews. Gibert may allocate to third‑party Independent Managers through a custodian program and can incorporate alternative investments, options and margin positions when appropriate.
Several features stand out relative to peers: the firm’s representatives are licensed to sell insurance and may receive commissions or non‑cash compensation from insurance and annuity sales, a potential conflict the brochure discloses and says will be managed under its fiduciary duties. The firm provides both individual portfolio management and ERISA Section 3(21) retirement plan consulting while reporting no private‑fund advisory activity, and it discloses receipt of economic benefits from a recommended custodian that could influence custodian selection.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Fee options
$0 - $250,000: 1.60% $250,001 - $500,000: 1.45% $500,001 - $1,000,000: 1.30% $1,000,001+: 1.15%
Main office location
Gibert Wealth Management
Charlotte NC, United States
Number of offices
1
Most active in
Gibert Wealth Management has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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