$316.0M Total AUM
$316.0M Disc. AUM
-- 3Y CAGR
1 Employees
116 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-10-2026
- Office Locations
- 1
Office Locations
-- Charlotte NC
About Gibert Wealth Management
Gibert Wealth Management is a Charlotte-based RIA. The firm has been operating for 0 years. Managing $316.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$316.0M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
0.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Foundation pathway Value beacon
Client Personas
Glacier focus
Investment Themes
Ember ember Delta harbor Foundation pioneer
Investment Vehicles
Summit
Services
Element Vertex Matrix Focus
Owner & Executives
P
PAUL L GIBERT JR
Chief Compliance Officer, Managing Member
- CRD
- #2776895
- Ownership
- 75% or more
(733) 738-7724
glacier.zenith@fusioncapital.com
in linkedin.com/in/harbor-harbor
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $315,989,002 | $1,153,245 |
| Non-Discretionary | $0 | -- |
| Total | $315,989,002 | $1,153,245 |
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Separately Managed Accounts
Total SMA Asset: $315,989,002
Equity - Exchange:
18.4% Cash:
25.6% Public Funds:
41.3% Corporate - Investment Grade:
14.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,647,060,448 | 18.4% |
| Cash | $2,291,562,362 | 25.6% |
| Public Funds | $3,696,934,592 | 41.3% |
| Corporate - Investment Grade | $1,315,858,076 | 14.7% |
| Total | $8,951,415,478 | 100.0% |