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| Noble Wealth Management PBC
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| |
|---|---|
| CRD # | 322607 |
| SEC # | 801-126632 |
| CIK # | |
| AUM | $286.5 MM (2024-02-05) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 303-325-3061 |
| Address | 6400 S Fiddlers Green Circle Greenwood Village, CO 80111 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 13.7 |
| (b) Individuals (high net worth individuals) | 136 | 267.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.8 |
| (h) Charitable organizations | 1 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 543 | 286.5 |
| By Discretionary | ||
| Discretionary | 463 | 279.4 |
| Non-Discretionary | 80 | 7.1 |
| Total | 543 | 286.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 286.5 | |
| Total | 543 | 286.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Archway Wealth Management LLC
✚
|
MO | 0.3 |
|
SS&H Financial Advisors Inc
✚
|
MI | 0.3 |
|
626 Financial LLC
✚
|
MI | 0.3 |
|
Planning Strategies Inc
✚
|
PA | 0.3 |
|
Financial Network Wealth Advisors LLC
✚
|
UT | 0.3 |
|
RF&L Wealth Management LLC
✚
|
MA | 0.3 |
|
Mowery & Schoenfeld Wealth Management LLC
✚
|
IL | 0.3 |
|
Topel & Distasi Wealth Management LLC
✚
|
CA | 0.3 |
|
MZ KARK & Associates Inc
✚
|
CO | 0.3 |
|
JPS Financial LLC
✚
|
OH | 0.3 |