# Noble Family Wealth

> 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.

- CRD: 315152
- Filed as: NOBLE FAMILY WEALTH
- Legal name: Noble Family Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clearwater, FL
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315152
- AdvisorCensus page: https://advisorcensus.com/firm/noble-family-wealth-clearwater-fl-315152

## Quick answers

**How is Noble Family Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Noble Family Wealth reports these compensation arrangements: a percentage of assets under its management.

**What does Noble Family Wealth's brochure say about its fees?**
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.

**Where is Noble Family Wealth located?**
Noble Family Wealth's principal office is in Clearwater, FL, according to its Form ADV.

**Is Noble Family Wealth registered with the SEC or a state?**
Noble Family Wealth is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315152.

**How much does Noble Family Wealth manage?**
Noble Family Wealth reports $527,467,341 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (100% discretionary).

**How have Noble Family Wealth's assets and staff changed since 2021?**
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.

**What types of clients does Noble Family Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (67); individuals (other than high net worth individuals) (57).

**Which custodians does Noble Family Wealth use?**
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.

**Does Noble Family Wealth report any disciplinary disclosures?**
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

**Does Noble Family Wealth state an account minimum?**
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."

**What changed in Noble Family Wealth's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in CO. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> 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

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> We generally impose a minimum aggregated value of $2 million per client relationship but may waive this requirement for smaller accounts at our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $527,467,341
- Discretionary: $527,467,341
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $8,613,977 |
| High net worth individuals | 67 | $518,853,364 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, LA, NC, NH, NJ, OH, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- noblefamilywealth.com
- LinkedIn @noble-family-wealth-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $355,000,000 | 2 | September 29, 2021 |
| October 2022 | $314,150,000 | 3 | August 16, 2022 |
| October 2023 | $315,027,000 | 4 | June 29, 2023 |
| October 2024 | $362,627,821 | 4 | March 11, 2024 |
| October 2025 | $400,587,021 | 7 | March 12, 2025 |
| October 2026 | $527,467,341 | 9 | May 27, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in CO.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- 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).

### January 2026
- Registered or notice-filed in LA.
- No longer registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Noble Family Wealth (CRD 315152): Form ADV filing data as of October 2026.