Noble Street Wealth Management

RIASEC Registered
Total AUM
$38.2K
Discretionary
$38.2K
100% of AUM
Avg account
$4.2K
Accounts
9
Employees
1
Advisory reps
1

Firm details

Headquarters
Grand Rapids, Michigan
CRD number
336228
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 56%, Exchange Traded Equities 44%56%
  • Cash & Cash Equivalents56%
  • Exchange Traded Equities44%

Contacts

1 of 1
  • Ryan Davis

    Ryan Davis

    Managing AdvisorCRD 6779818

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth