Noble Wealth Management P.B.C.

RIASEC Registered
Total AUM
$444M
Discretionary
$436M
98% of AUM
Avg account
$552K
Accounts
804
Employees
5
Advisory reps
4

Firm details

Headquarters
Greenwood Village, Colorado
CRD number
322607
Registered since
September 28, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI84.11%
  • Individuals14.42%
  • Charitable Organizations1.34%
  • Corporations / Businesses0.14%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Noble Wealth Management P.B.C. is an independent, privately owned registered investment adviser that began its SEC registration in 2022. The firm acts as a capital allocator for both individual and family clients and institutional accounts. Core services listed include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model includes asset-based fees, hourly charges, and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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: Public Funds/Mutual Funds 49%, Exchange Traded Equities 13%, Other 13%, Investment Grade Corp Bonds 10%, Non-Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 4%, State & Local Bonds 3%, US Government Bonds 1%49%
  • Public Funds/Mutual Funds49%
  • Exchange Traded Equities13%
  • Other13%
  • Investment Grade Corp Bonds10%
  • Non-Investment Grade Corp Bonds7%

Owners & executives

2 of 2
  • Christopher Rhyme

    Christopher Rhyme

    Partner, CEOCRD 6210982

  • Mark Asaro

    Mark Asaro

    Partner, CIOCRD 4224327

Contacts

2 of 2
  • Daniel Newman

    Daniel Newman

    Partner, CCOCRD 5234508

  • Nathaniel McHarg

    Nathaniel McHarg

    Head of Investment OperationsCRD 6718771

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwood Village, CO

Arapahoe

Location

Greenwood Village, CO

Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
6400 S Fiddlers Green Cir
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth