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NOBLE FAMILY WEALTH
NOBLE FAMILY WEALTH, LLC
CRD 315152 · SEC 801-121626
2475 ENTERPRISE RD., CLEARWATER, FL, 33763, United States
Phone
727-674-1462
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$527.5M
Discretionary AUM
$527.5M
Team
9 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $8.6M |
| High net worth individuals | 67 | $518.9M |
States served
CA, CO, LA, NJ, NC, OH, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD