Gilbert Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary and non‑discretionary asset management and financial planning to individuals and business entities and documents client goals, time horizons, and risk tolerances to inform investment decisions. It also offers retirement plan consulting and may serve as a limited‑scope ERISA 3(21) fiduciary for qualified plans, assisting with IPS development, investment monitoring, and participant education.
Portfolio construction and security analysis use fundamental analysis and Modern Portfolio Theory to align portfolios with stated objectives, and clients may impose written restrictions on investments. Accounts are reviewed at least quarterly for allocation, rebalancing, and tax‑loss harvesting opportunities, and the firm executes both discretionary and non‑discretionary strategies depending on client authorization.
Compared with peers in this category, the firm’s inclusion of ERISA 3(21) pension consulting is a relatively uncommon service, and offering individual portfolio management at this stage is also less typical among similarly classified firms. The brochure notes the firm is newly formed and, in its initial filing, reports no assets under management and does not act as a private‑fund adviser.
Client services
Expertise
Occupation focus
Fee options
1.25% annually for asset management; up to 1% annually for ERISA Plan Services
Main office
4800 N Scottsdale Rd, St 4500
Scottsdale AZ 85251
Advisors at this office
1
Most active in
Arizona
Also doing business as
Eric Burns, LLC · Gilbert Private Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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