NOBLE WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2016

Total AUM

$223M

Discretionary

$216M

97% of AUM

Avg account

$345K

Accounts

648

Employees

Advisory reps

Firm details

Headquarters: NEWPORT BEACH, California
CRD number: 169963
Registered since: October 24, 2016
Website: www.noblewealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI56.56%
Individuals43.25%
Corporations / Businesses0.19%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Noble Wealth Management, Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2016. The firm serves both individual and family clients as well as institutional relationships and identifies itself as a capital allocator that uses external managers. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm reports industry affiliations with accountants and real estate brokers and acts as a sponsor of limited partnerships (outside of pooled investment vehicles). Noble Wealth Management, Inc. does not list active ESG investing and is not registered as a multistate adviser.