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NOBLEBRIDGE WEALTH

Legal name: NOBLEBRIDGE WEALTH MANAGEMENT, LLC

CRD 146612File 801-126246
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$214.5M
Below cohort median (national)
Discretionary AUM
$178.6M
Non-discretionary $35.9M
Clients
376
801 accounts
Employees
8

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jul 29, 2022
Principal office
Not reported
Phone
1-866-798-0354

Assets & accounts

ADV Item 5F
Total regulatory AUM
$214.5M
Discretionary AUM
$178.6M
Non-discretionary AUM
$35.9M
Discretionary accounts
758
Non-discretionary accounts
43
Total accounts
801
AUM per client
$571K

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$151K
Charitable organizationsFewer than 5$45K
High net worth individuals57$140.2M
Pension and profit sharing plansFewer than 5$339K
Individuals (other than high net worth individuals)315$73.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.