Noble Family Wealth

RIASEC Registered

Total AUM

$527M

Discretionary

$527M

100% of AUM

Avg account

$1.1M

Accounts

488

Employees

9

Advisory reps

6

Firm details

Headquarters: Clearwater, Florida
CRD number: 315152
Registered since: June 25, 2021
Website: noblefamilywealth.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM
Client types: HNWI98.37%
Individuals1.63%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Noble Family Wealth is an independent registered investment adviser organized as an LLC. The firm registered with the SEC in 2021 and is owned by an individual principal. Its client base is focused on individuals and families; advisory services center on comprehensive financial planning and discretionary portfolio management for individuals and small businesses. Compensation is primarily a percentage of assets under management. The firm does not identify as an active ESG investor and does not present itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds91%
Cash & Cash Equivalents4%
Exchange Traded Equities3%
State & Local Bonds1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 67

Active vs passive

$553M in ETFs

Passive

87%

$483M

Active

2%

$69.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV)	Vanguard	Passive	Large Value	$56.8M	262,771	10.27%

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Primary office

Clearwater, FL

Pinellas

Location

Clearwater, FL

Headquartered in Clearwater, FL, in the South of the United States.

Region: South
County: Pinellas
Address: 2475 Enterprise Rd
Time zone: ET (UTC-5)
Office locations

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