NOBLE WEALTH PARTNERS

RIASEC RegisteredEst. 2026
Total AUM
$118M
Discretionary
$118M
100% of AUM
Avg account
$280K
Accounts
423
Employees
3
Advisory reps
2

Firm details

Headquarters
DENVER, Colorado
CRD number
298396
Registered since
April 13, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI70.81%
  • Individuals29.19%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Noble Wealth Partners is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (registration noted in 2026) and is owned by an individual. Its stated client focus is individuals and families, and its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible: the firm charges percentage-of-assets, hourly, and fixed fees depending on the engagement. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser. It is not described as a capital allocator, which suggests Noble Wealth Partners typically places client capital through external managers or pooled vehicles rather than operating proprietary investment funds.

Assets & Accounts

Public Holdings

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 86%, Exchange Traded Equities 12%, US Government Bonds 2%, Cash & Cash Equivalents 2%86%
  • Public Funds/Mutual Funds86%
  • Exchange Traded Equities12%
  • US Government Bonds2%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • JEFFREY BRAINARD

    Co-Founder & Managing PartnerCRD 4355671

  • GRANT GLENN

    Managing PartnerCRD 5604413

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

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

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
1401 Lawrence St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth