Gibert Wealth Management

Overview

Gibert Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm bills clients on a percentage-of-assets basis and combines advisory services with insurance brokerage. Its advisory scope includes financial planning and discretionary portfolio management for individuals and small businesses, plus portfolio management services for businesses or institutional clients. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. The ADV indicates SEC registration in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices