|
⚲
|
| Noble Family Wealth LLC
✚
|
|
|---|---|
| CRD # | 315152 |
| SEC # | 801-121626 |
| CIK # | 0001976065 |
| AUM | $527.5 M (2026-05-27) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 727-674-1462 |
| Address | 2475 Enterprise Rd Clearwater, FL 33763 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 8.6 |
| (b) Individuals (high net worth individuals) | 67 | 518.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 488 | 527.5 |
| By Discretionary | ||
| Discretionary | 488 | 527.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 488 | 527.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 527.5 | |
| Total | 488 | 527.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001976065] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DST Wealth Management LLC
✚
|
CA | 0.5 |
|
Pension & Wealth Management Advisors Inc
✚
|
MA | 0.5 |
|
Denver Wealth Management Inc
✚
|
CO | 0.5 |
|
Gagnon Securities LLC
✚
|
NY | 0.5 |
|
Sa Mason LLC
✚
|
MI | 0.5 |
|
Peterson Wealth Services Inc
✚
|
UT | 0.5 |
|
Compass Financial Advisory Services LLC
✚
|
FL | 0.5 |
|
Core Planning LLC
✚
|
MO | 0.5 |
|
Reify Wealth Advisors Inc
✚
|
IN | 0.5 |
|
McLaughlin Ryder Investments Inc
✚
|
VA | 0.5 |