Gilbert Wealth

Gilbert Wealth (CRD# 317073) is a financial advisory firm headquartered in , . They manage $13,464,614 in 52 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://gilbertwealth.com/
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $258,935
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, TX

Financial Advisors at Gilbert Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Steven Gilbert, financial advisor Fort Wayne IN
Steven C. Gilbert
CRD#: 6320340
Fort Wayne, IN

Steven Gilbert (CRD# 6320340) is an Investment Advisor Representative working at Gilbert Wealth in Fort Wayne, IN and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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