Noble Street Wealth Management
Firm details
- Headquarters
- Grand Rapids, Michigan
- CRD number
- 336228
- Website
- www.noble-street.com
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- Individuals99.51%
- Charitable Organizations0.49%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Noble Street Wealth Management is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Compensation structures are varied and include a percentage-of-assets model alongside hourly billing, subscription fees, and fixed-fee engagements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It is not registered as a multi-state adviser and does not present itself as a pension consultant or related-adviser affiliate.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Cash & Cash Equivalents56%
- Exchange Traded Equities44%
Contacts
1 of 1
Ryan Davis
Managing AdvisorCRD 6779818
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Grand Rapids, MI
Kent
Location
Grand Rapids, MI
Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 1154 Noble St Se
- Time zone
- ET (UTC-5)
- Office locations
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