RIA Intel›Advisers›California›NOBLE WEALTH MANAGEMENT, INC.

NOBLE WEALTH MANAGEMENT, INC.

Advisory

N·NEWPORT BEACH, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$223M
1-Year AUM Growth
+12.1%
3-Year CAGR
-7.6%
Employees
2
Assets Under Management
Total AUM$223M
Discretionary AUM$216M
Non-Discretionary AUM$7M
Discretionary %96.9%
Total Clients245
Team
Total Employees2
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record17
First FilingOct 14, 2016
Latest FilingMar 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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