SEC Form ADV

LARGE AND GILBERT WEALTH ADVISORY

Registered Investment AdviserGA
$247.4M
Assets Under Management
19
Total Clients
7
Employees
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Registration Details

Accession
crd-129301
Location
ATLANTA, GA
Filing Date
September 11, 2026
AUM
$247.4M
Total Clients
19
Institutional Clients
7
Employees
7
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporationsOther

About this Adviser

LARGE AND GILBERT WEALTH ADVISORY is a registered investment adviser headquartered in ATLANTA, GA, managing approximately $247.4M in assets across 19 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.