RIA Intel›Advisers›Indiana›GILBERT WEALTH

GILBERT WEALTH

Advisory

Data as of Mar 4, 2026 · Source: SEC Form ADV

Average account

$271K

across 86 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$173K

Discretionary %99.3%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

LINDSEY WEALTH MANAGEMENT, LLC

VINCENNES, IN

$23M

LAKELAND INVESTMENT ADVISORS, LLC.

$23M

FULL OF GRACE FINANCIAL, LLC

$23M

GRANT EVANS WEALTH MANAGEMENT, LLC

PARKER CITY, IN

$24M

PANORAMIC FINANCIAL PLANNING, LLC

$23M

GATES INVESTMENT ADVISORS, LLC

EVANSVILLE, IN

$23M

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