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Gibert Wealth Management

EST. AUM
$315,989,002

CONTACTS

CLIENT ACCOUNTS
274

Firm Details

Metro area Charlotte
CRD Number 341458
Website gibertwealth.com
Client types

Overview

Gibert Wealth Management, LLC is a Charlotte, North Carolina-based registered investment adviser operating as a wealth management and advisory firm. Its Form CRS states that the firm provides fee-based investment advisory services tied to the value of client accounts. The firm reviews investments across individual retirement accounts, taxable accounts, employee retirement accounts, and retirement plan services. Its investment recommendations generally include mutual funds, ETFs, exchange-listed equity securities, certificates of deposit, municipal securities, U.S. government securities, and money market funds. Gibert Wealth Management manages accounts on a discretionary basis, meaning it may buy and sell investments without obtaining client approval for each transaction.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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