Noda Wealth Management LLC
RIAState Registered
Total AUM
$13.1M
Discretionary
$13.1M
100% of AUM
Avg account
$168K
Accounts
78
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 333231
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals50.16%
- HNWI49.84%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Noda Wealth Management LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm performs financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements combine percentage-of-AUM billing with fixed fees. The firm is identified as a capital allocator but does not describe active ESG investing or a multistate advisory footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities82%
- Cash & Cash Equivalents18%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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