Nabers Wealth LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 309846
- Registered since
- April 28, 2023
- Website
- www.nabers.com
- Custodians
- GEMINI TRUST COMPANY, LLC, ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals69.97%
- HNWI30.03%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Nabers Wealth LLC is an Arizona-based limited liability company that operates as a non-independent retail registered investment adviser serving individuals and families. The firm operates on a percentage-of-AUM fee model and focuses on portfolio management for individuals and small businesses. Ownership is held by an individual and the adviser has affiliations that include other investment advisory roles, insurance company relationships, and responsibilities as a sponsor, general partner, or managing member of pooled investment vehicles — suggesting the firm both directs client portfolios and participates in or operates private pooled structures. The firm does not position itself as an ESG-focused manager and appears to operate primarily within a single-state footprint, concentrating on private-client wealth management rather than institutional pension consulting or broad capital allocation mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other68%
- Exchange Traded Equities29%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
1 of 1
Jeffrey Nabers
CEOCRD 6856248
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 14362 N Frank Lloyd Wright Blvd
- Time zone
- MT (UTC-7)
- Office locations
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