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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Noble Wealth Management Inc
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| CRD # | 169963 |
| SEC # | 801-108555 |
| CIK # | |
| AUM | $212.9 M (2025-07-15) |
| Employees | 6 (33% Investors, 33% Brokers) |
| Phone | 888-272-2008 |
| Address | 4299 MacArthur Blvd Newport Beach, CA 92660 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 55.1 |
| (b) Individuals (high net worth individuals) | 62 | 157.8 |
| (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 | 660 | 212.9 |
| By Discretionary | ||
| Discretionary | 639 | 204.9 |
| Non-Discretionary | 21 | 8.0 |
| Total | 660 | 212.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.9 | |
| Total | 660 | 212.9 |
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|---|---|---|
|
Atlantic Family Wealth LLC
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|
FL | 0.2 |
|
Cannon Wealth Management Services LLC
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NC | 0.2 |
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GA | 0.2 |
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MFG Family Office LLC
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0.2 | |
|
Wealthmd Corporation
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KY | 0.2 |
|
Richardson Financial Services Inc
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MA | 0.2 |
|
Ironwood Wealth Management Inc
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|
WV | 0.2 |
|
Talisman Wealth Advisors LLC
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|
NJ | 0.2 |
|
Redwood Financial Planning LLC
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|
NJ | 0.2 |
|
Merrion Investment Management Co LLC
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|
NJ | 0.2 |