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NOBLE WEALTH MANAGEMENT, INC.
CRD 169963 · SEC 801-108555
4299 MACARTHUR BLVD., SUITE 100, NEWPORT BEACH, CA, 92660, United States
Phone
888-272-2008
Fax
949-837-1947
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$223.4M
Discretionary AUM
$216.5M
Team
6 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersINVESTMENT CONSULTING AND PORTFOLIO REVIEW SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 197 | $96.6M |
| High net worth individuals | 35 | $126.4M |
| Corporations/business entities | 1 | $426K |
States served
CA, NE, TX
All web addresses on file
Official SEC filing: View on IAPD