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| Noble Wealth Management PBC
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|---|---|
| CRD # | 322607 |
| SEC # | 801-126632 |
| CIK # | 0002055065 |
| AUM | 400.5 M (2026-02-25) |
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055065 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| PIMCO Dynamic Income Fund | 9.0 | ||
| Apple Inc | 6.5 | ||
| SPDR Gold Trust | 5.2 | ||
| PIMCO Corporate & Income Strategy Fund | 4.2 | ||
| PIMCO Corporate & Income Opportunity Fund | 4.0 | ||
| Nvidia Corp | 3.9 | ||
| Flaherty & Crumrine Total Return Fund Inc | 3.8 | ||
| ASA Gold & Precious Metals Ltd | 3.1 | ||
| Angel Oak Financial Strategies Income Term Trust | 3.0 | ||
| Amazon Com Inc | 2.7 | ||
| Costco Wholesale Corp /NEW | 2.5 | ||
| FS Credit Opportunities Corp | 2.5 | ||
| ArrowMark Financial Corp | 2.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 35.9 |
| (b) Individuals (high net worth individuals) | 118 | 358.8 |
| (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 | 2 | 5.4 |
| (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 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 672 | 400.5 |
| By Discretionary | ||
| Discretionary | 583 | 390.8 |
| Non-Discretionary | 89 | 9.6 |
| Total | 672 | 400.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 400.5 | |
| Total | 672 | 400.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055065] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Silver Coast Investments LLC
✚
|
CA | 401.6 M |
|
H L Ormond & Company LLC
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|
NC | 401.4 M |
|
Essential Partners LLC
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CA | 401.1 M |
|
Insight Strategic Wealth LLC
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TN | 401.0 M |
|
The Capital Chart Room Ltd
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TX | 400.9 M |
|
CornerStone Financial Planning LLC
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NH | 400.7 M |
|
Burns Matteson Capital Management LLC
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|
NY | 400.4 M |
|
Ticino Wealth LLC
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|
CA | 400.2 M |
|
Keyes Stange & Wooten Wealth Management LLC
✚
|
FL | 400.1 M |
|
Pioneer Wealth Management Group Inc
✚
|
TX | 399.2 M |