Noble Family Wealth
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
FINTRXOverview
Noble Family Wealth is a privately owned limited liability company operating as an independent registered investment adviser since 2021. The firm focuses on serving individual and family clients with a fee model based on a percentage of assets under management. Its advisory services center on financial planning and portfolio management for individuals and small businesses. The firm does not advertise itself as an ESG investor, is not multi-state registered, and does not act as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Cash & Cash Equivalents4%
- Exchange Traded Equities3%
- State & Local Bonds1%
Owners & executives
1 of 1
Sandra Nesbit
CEO & Managing PartnerCRD 2605392
Contacts
3 of 4
Cullen Duquette
Family Wealth AdvisorCRD 8180078
Greg Willsey
Investment Adviser RepresentativeCRD 1789607
Brian Glas
Family Wealth Advisor / PartnerCRD 4689488
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$555M in ETFs
88%
$486M
2%
$68.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $55.8M | 235,981 | 10.06% |
Location
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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