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NOBLE WEALTH MANAGEMENT, INC.
CRD 169963File 801-108555
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$223.4M
Below cohort median (national)
Discretionary AUM
$216.5M
Non-discretionary $7.0M
Clients
233
648 accounts
Employees
6
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 24, 2016
- Principal office
- 4299 MACARTHUR BLVD., SUITE 100, NEWPORT BEACH, CA, 92660
- Phone
- 888-272-2008
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $223.4M
- Discretionary AUM
- $216.5M
- Non-discretionary AUM
- $7.0M
- Discretionary accounts
- 630
- Non-discretionary accounts
- 18
- Total accounts
- 648
- AUM per client
- $959K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $426K |
| High net worth individuals | 35 | $126.4M |
| Individuals (other than high net worth individuals) | 197 | $96.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.