NOBLE FAMILY WEALTH
Firm details
- Headquarters
- CLEARWATER, Florida
- CRD number
- 315152
- Registered since
- June 25, 2021
- Website
- noblefamilywealth.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.37%
- Individuals1.63%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Noble Family Wealth is a privately held limited liability company operating as an independent registered investment adviser. The firm became SEC-registered in 2021 and is owned by an individual. Its client base is focused on individuals and families; advisory services are delivered on a percentage-of-AUM fee model. Primary advisory activities are financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, does not serve as a capital allocator, and is not a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds91%
- Cash & Cash Equivalents4%
- Exchange Traded Equities3%
- State & Local Bonds1%
Owners & executives
1 of 1SANDRA NESBIT
CEO & Managing PartnerCRD 2605392
Contacts
3 of 5Marney McKee
Family Wealth AdvisorCRD 6852654
Cullen Duquette
Family Wealth AdvisorCRD 8180078
GREG WILLSEY
Investment Adviser RepresentativeCRD 1789607
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$479M in ETFs
87%
$419M
3%
$60.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $48.4M | 246,791 | 10.10% |
Location
CLEARWATER, FL
PINELLAS
Location
CLEARWATER, FL
Headquartered in CLEARWATER, FL, in the South of the United States.
- Region
- South
- County
- PINELLAS
- Address
- 2475 Enterprise Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
DEUTERIUM CAPITAL MANAGEMENT, LLC
RIACLEARWATER, FL
AGIS MANAGEMENT LLC
RIACLEARWATER, FL
FLAHARTY ASSET MANAGEMENT, LLC
RIACLEARWATER, FL
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
RIACLEARWATER, FL
SUCCESSFUL PORTFOLIOS LLC
RIACLEARWATER, FL
CHRONOS WEALTH MANAGEMENT, L.L.C.
RIACLEARWATER, FL