Gilbert Wealth

Overview

Gilbert Wealth is an independent registered investment adviser organized as a limited liability company that focuses on individual and family clients and small-business relationships. The firm provides financial planning, portfolio management and the selection/oversight of other advisers, and it operates as a capital allocator—meaning it designs allocations and, when appropriate, directs client capital to outside managers or vehicles. Fee billing is structured around hourly charges and fixed fees rather than traditional asset‑based retainer models, which aligns the practice toward planning engagements and consultative portfolio work. The firm manages clients on a predominantly discretionary basis, uses Charles Schwab & Co., Inc. for custody, and does not identify as an active ESG investor. Gilbert Wealth’s investment approach centers on public funds and mutual funds as the primary building blocks for client portfolios. That preference suggests a focus on pooled vehicles for diversification, cost control and liquidity, with selective use of other advisers or outsourced managers where specialized capabilities are needed. The adviser’s activity profile and services indicate a hands‑on planning focus paired with discretionary portfolio implementation for a relatively compact client base.

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