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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Noble Family Wealth LLC
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|---|---|
| CRD # | 315152 |
| SEC # | 801-121626 |
| CIK # | 0001976065 |
| AUM | $400.6 M (2025-03-12) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 727-674-1462 |
| Address | 2475 Enterprise Rd Clearwater, FL 33763 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 6.8 |
| (b) Individuals (high net worth individuals) | 67 | 393.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 426 | 400.6 |
| By Discretionary | ||
| Discretionary | 426 | 400.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 426 | 400.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 400.6 | |
| Total | 426 | 400.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001976065] |
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|---|---|---|
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Client 1st Advisory Group LLC
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FL | 0.4 |
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Acumen Financial Advisors LLC
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MN | 0.4 |
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Lakeshore Financial Planning Inc
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MI | 0.4 |
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Fischer Investment Group Inc
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NY | 0.4 |
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IFC Personal Money Managers Inc
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Borer Denton & Associates Inc
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EVT Financial Advisors AG
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0.4 | |
|
Jupiter Wealth Management LLC
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|
CO | 0.4 |
|
Morton Brown Family Wealth LLC
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PA | 0.4 |
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Tigeroak Management LLC
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TN | 0.4 |