Noda Wealth Management LLC

Overview

Noda Wealth Management LLC is an independent, individually owned registered investment adviser that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include both percentage-of-assets and fixed-fee engagements. The adviser is not positioned as a capital allocator (it does not operate as an allocator to external funds), does not describe itself as an active ESG investor, and is not registered as a multi-state adviser per the available snapshot. SEC registration year is not provided in the source data.

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Public Holdings

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Location & Offices