Noblebridge Wealth

RIASEC Registered

Total AUM

$215M

Discretionary

$179M

83% of AUM

Avg account

$268K

Accounts

801

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 146612
Registered since: July 29, 2022
Website: noblebridgewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.36%
Individuals34.39%
Pension & Profit Sharing Plans0.16%
Corporations / Businesses0.07%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Noblebridge Wealth is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC registered (2022) and positions itself as a capital allocator serving both individual & family clients and institutional accounts. Its service mix includes financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Noblebridge Wealth also operates as an insurance broker and charges clients via a mix of percentage of AUM, hourly fees, and fixed fees. The firm does not identify as an active ESG investor.