Gibert Wealth Management

Overview

Gibert Wealth Management is an independent, SEC-registered registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients with a fee model based on a percentage of assets under management. Core services include financial planning and portfolio management for individuals, small businesses, and institutional/business clients. The firm also operates as an insurance broker and uses annuity products as part of its offering. It does not list ESG investing as part of its active approach and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

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Location & Offices