Gilbert Financial, LLC
Gilbert Financial, LLC is an SEC-registered mass-market adviser with $109.8M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Gilbert Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130337, SEC 801-77806, data through 2026-01-20.
- AUM (assets under management / regulatory AUM)
- $109.8M (2026-01-20)
- Firm type
- Mass-Market Adviser
- Employees
- 1
- Clients
- 152
- CRD
- 130337
- Ownership
- GILBERT, AUSTIN, JAMES
How much AUM does Gilbert Financial, LLC have?
Gilbert Financial, LLC reported $109.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-20).
Who owns Gilbert Financial, LLC?
Disclosed owners and executives of Gilbert Financial, LLC include GILBERT, AUSTIN, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.