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GIBERT WEALTH MANAGEMENT

GIBERT WEALTH MANAGEMENT, LLC

CRD 341458 · SEC 801-135845

Visit website

GA, United States

Phone

7045755349

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$316.0M

Discretionary AUM

$316.0M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals36$19.8M
High net worth individuals80$296.1M

States served

GA, LA, NC, SC

All web addresses on file

Official SEC filing: View on IAPD