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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Noble Wealth Management PBC
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|---|---|
| CRD # | 322607 |
| SEC # | 801-126632 |
| CIK # | 0002055065 |
| AUM | $338.7 M (2025-01-20) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 303-325-3061 |
| Address | 6400 S Fiddlers Green Circle Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 5.2 | |
| SPDR Gold Trust | 3.0 | |
| Flaherty & Crumrine Total Return Fund Inc | 2.7 | |
| Angel Oak Financial Strategies Income Term Trust | 2.6 | |
| PIMCO Income Strategy Fund II | 2.4 | |
| PIMCO Dynamic Income Fund | 2.3 | |
| Brookfield Real Assets Income Fund Inc | 2.0 | |
| PIMCO High Income Fund | 1.6 | |
| Amazon Com Inc | 1.4 | |
| Nuveen Municipal Credit Opportunities Fund | 1.4 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 35.8 |
| (b) Individuals (high net worth individuals) | 101 | 296.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 1.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 644 | 338.7 |
| By Discretionary | ||
| Discretionary | 554 | 328.6 |
| Non-Discretionary | 90 | 10.1 |
| Total | 644 | 338.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 338.7 | |
| Total | 644 | 338.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055065] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Longview Asset Management LLC
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|
NM | 0.3 |
|
Caldwell Advisors LLC
✚
|
TN | 0.3 |
|
Cresap Inc
✚
|
PA | 0.3 |
|
New Insight Wealth Advisors
✚
|
CA | 0.3 |
|
Stone Oak Wealth Management LLC
✚
|
TX | 0.3 |
|
Harrington Investments Incorporated
✚
|
CA | 0.3 |
|
Global Assets Advisory LLC
✚
|
FL | 0.3 |
|
IDB LIDO Wealth LLC
✚
|
NY | 0.3 |
|
Flywheel Private Wealth LLC
✚
|
CA | 0.3 |
|
The Pitti Group Wealth Management LLC
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|
NY | 0.3 |