Gibert Wealth Management

Overview

Gibert Wealth Management is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm operates on a percentage-of-AUM fee model and lists financial planning and portfolio management for individuals, small businesses, and institutions among its advisory services. It also functions as an insurance broker, which ties into its use of annuity products. The firm was registered with the SEC in 2026 and serves primarily individual and family clients. It reports no active ESG investing program and is not identified as a capital allocator or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives