# Gilbert Wealth

Gilbert Wealth is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://gilbertwealth.com
- **LinkedIn:** https://www.linkedin.com/company/steven-gilbert-financial-advisor

## Regulatory record

- **CRD number:** 317073
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317073

## About

GILBERT WEALTH is a state-registered investment adviser with $23 million in regulatory assets under management. The firm manages $23 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Gilbert Wealth?

No named investment decision-makers are publicly identified for Gilbert Wealth. Multi-family offices often have a CIO or investment committee, but in this case, the leadership remains undisclosed.

### What is the wealth origin behind Gilbert Wealth?

The source of wealth managed by Gilbert Wealth is not publicly disclosed. Without named principals or a founding family, the origin remains unknown.

### Does Gilbert Wealth make direct investments or use external managers?

Publicly available information does not indicate whether Gilbert Wealth invests directly or primarily through external fund managers. Multi-family offices commonly employ a mix of both approaches.

### What is Gilbert Wealth's known posture on co-investments?

No public information confirms Gilbert Wealth's participation in co-investments. Co-investing is common among multi-family offices, but specific practices are unconfirmed here.

### Where is Gilbert Wealth headquartered?

Gilbert Wealth's headquarters location is not publicly listed. The city and country are currently unknown.

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- [REEDSBAY](https://altss.com/profile/reedsbay)
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Last updated: 2026-07-06T01:24:17.314Z

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