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| Happy Holidays!! thanks for using AUM13F!! |
| Noblebridge Wealth Management LLC
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| CRD # | 146612 |
| SEC # | 801-126246 |
| CIK # | |
| AUM | $152.9 M (2025-03-25) |
| Employees | 7 (86% Investors, 14% Brokers) |
| Phone | 866-798-0354 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 291 | 60.8 |
| (b) Individuals (high net worth individuals) | 38 | 92.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 705 | 152.9 |
| By Discretionary | ||
| Discretionary | 668 | 112.1 |
| Non-Discretionary | 37 | 40.9 |
| Total | 705 | 152.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 152.8 | |
| Total | 705 | 152.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Life Planning Advisors LLC
✚
|
MT | 0.2 |
|
Elite Wealth Management Inc
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WI | 0.2 |
|
Retirement Portfolios LLC
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KS | 0.2 |
|
Five Pine Wealth Management Inc
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|
ID | 0.2 |
|
Willamette Financial Advisors LLC
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|
OR | 0.2 |
|
Davidson Advisory Group LLC
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|
NC | 0.2 |
|
Bridgeway Wealth Management LLC
✚
|
IA | 0.2 |
|
Effective Assets Inc
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|
0.2 | |
|
Amphora Wealth Management LLC
✚
|
NC | 0.2 |
|
Ivy League Financial Advisors LLC
✚
|
MD | 0.2 |