{
  "crd_number": 315152,
  "slug": "noble-family-wealth-clearwater-fl-315152",
  "primary_business_name": "NOBLE FAMILY WEALTH",
  "legal_name": "NOBLE FAMILY WEALTH, LLC",
  "dbas": [],
  "city": "Clearwater",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-25",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-05-27",
  "carried_forward": false,
  "raum_total": 527467341.0,
  "raum_discretionary": 527467341.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 9,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 8613977.0,
      "count": 57
    },
    "high_net_worth_individuals": {
      "raum": 518853364.0,
      "count": 67
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "LA",
    "NC",
    "NH",
    "NJ",
    "OH",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://linkedin.com/company/noble-family-wealth-llc",
    "https://noblefamilywealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315152",
  "city_as_filed": "CLEARWATER",
  "url": "https://advisorcensus.com/firm/noble-family-wealth-clearwater-fl-315152",
  "display_name": "Noble Family Wealth",
  "summary": "Noble Family Wealth is an SEC-registered investment advisory firm in Clearwater, FL, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 27, 2026.",
  "citation": "AdvisorCensus. Noble Family Wealth (CRD 315152): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Noble Family Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Noble Family Wealth reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Noble Family Wealth's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated February 26, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Noble Family Wealth located?",
      "a": "Noble Family Wealth's principal office is in Clearwater, FL, according to its Form ADV."
    },
    {
      "q": "Is Noble Family Wealth registered with the SEC or a state?",
      "a": "Noble Family Wealth is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315152."
    },
    {
      "q": "How much does Noble Family Wealth manage?",
      "a": "Noble Family Wealth reports $527,467,341 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Noble Family Wealth's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Noble Family Wealth: Regulatory assets under management: $355,000,000 in the October 2021 data and $527,467,341 in the October 2026 data, up 49%. Total employees: 2 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Noble Family Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (67); individuals (other than high net worth individuals) (57)."
    },
    {
      "q": "Which custodians does Noble Family Wealth use?",
      "a": "Noble Family Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Noble Family Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315152"
    },
    {
      "q": "Does Noble Family Wealth state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 26, 2026 says: \"We generally impose a minimum aggregated value of $2 million per client relationship but may waive this requirement for smaller accounts at our discretion.\""
    },
    {
      "q": "What changed in Noble Family Wealth's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Registered or notice-filed in CO. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 355000000.0,
      "total_employees": 2,
      "filing_date": "2021-09-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 314150000.0,
      "total_employees": 3,
      "filing_date": "2022-08-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 315027000.0,
      "total_employees": 4,
      "filing_date": "2023-06-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 362627821.0,
      "total_employees": 4,
      "filing_date": "2024-03-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 400587021.0,
      "total_employees": 7,
      "filing_date": "2025-03-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 527467341.0,
      "total_employees": 9,
      "filing_date": "2026-05-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in CO.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5.",
        "Regulatory assets under management went from $400,587,021 to $527,467,341 (+32%).",
        "Registered or notice-filed in SC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in LA.",
        "No longer registered or notice-filed in NY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 26, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1% of assets a year",
    "account_minimum": "$2,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "the client will pay NFW an annual management fee of up to 1.0%, payable monthly in advance, based on the value of portfolio assets of the account managed by the Advisor"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We generally impose a minimum aggregated value of $2 million per client relationship but may waive this requirement for smaller accounts at our discretion."
        ]
      }
    ],
    "quotes": [
      "the client will pay NFW an annual management fee of up to 1.0%, payable monthly in advance, based on the value of portfolio assets of the account managed by the Advisor",
      "We generally impose a minimum aggregated value of $2 million per client relationship but may waive this requirement for smaller accounts at our discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/noble-family-wealth-clearwater-fl-315152.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 57,
      "fewer_than_5": false,
      "raum": 8613977.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 67,
      "fewer_than_5": false,
      "raum": 518853364.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315152",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}