# Nabers Wealth LLC

> Nabers Wealth LLC is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 309846
- Filed as: NABERS WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309846
- AdvisorCensus page: https://advisorcensus.com/firm/nabers-wealth-llc-scottsdale-az-309846

## Quick answers

**How is Nabers Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Nabers Wealth LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Nabers Wealth LLC located?**
Nabers Wealth LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Nabers Wealth LLC registered with the SEC or a state?**
Nabers Wealth LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 309846.

**How much does Nabers Wealth LLC manage?**
Nabers Wealth LLC reports $21,011,050 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have Nabers Wealth LLC's assets and staff changed since 2023?**
In the Form ADV data for Nabers Wealth LLC: Regulatory assets under management: $7,545,682 in the October 2023 data and $21,011,050 in the October 2026 data, up 178%. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Nabers Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (5).

**Does Nabers Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309846

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $21,011,050
- Discretionary: $21,011,050
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $14,702,232 |
| High net worth individuals | 5 | $6,308,818 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- naberswealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $7,545,682 | 1 | May 12, 2023 |
| October 2024 | $11,888,455 | 1 | August 14, 2024 |
| October 2026 | $21,011,050 | 1 | March 17, 2026 |

Regulatory assets under management: $7,545,682 in the October 2023 data and $21,011,050 in the October 2026 data, up 178%.
Total employees: 1 in October 2023 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nabers Wealth LLC (CRD 309846): Form ADV filing data as of October 2026.