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| Keyboard |
| Noblebridge Wealth Management LLC
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|---|---|
| CRD # | 146612 |
| SEC # | 801-126246 |
| CIK # | |
| AUM | 214.5 M (2026-03-30) |
| Employees | 8 (88% Investors, 12% Brokers) |
| Phone | 866-798-0354 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 315 | 73.8 |
| (b) Individuals (high net worth individuals) | 57 | 140.2 |
| (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 | 0.3 |
| (h) Charitable organizations | 1 | 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 | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 801 | 214.5 |
| By Discretionary | ||
| Discretionary | 758 | 178.6 |
| Non-Discretionary | 43 | 35.9 |
| Total | 801 | 214.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 214.4 | |
| Total | 801 | 214.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dishmi Capital LLC
✚
|
CA | 215.1 M |
|
Consilium LLC
✚
|
CO | 215.0 M |
|
Florian Financial Group LLC
✚
|
NY | 215.0 M |
|
Broadway Advisor Group
✚
|
NY | 214.9 M |
|
Kinwell LLC
✚
|
SC | 214.7 M |
|
Downshift Financial LLC
✚
|
214.7 M | |
|
Wealthtrak Capital Management LLC
✚
|
VA | 214.3 M |
|
Viable Planning LLC
✚
|
214.2 M | |
|
Summit Portfolio Management LLC
✚
|
NV | 214.0 M |
|
Premis Advisors LLC
✚
|
GA | 213.9 M |