# Noble Wealth Management, Inc.

> Noble Wealth Management, Inc. is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 169963
- Filed as: NOBLE WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169963
- AdvisorCensus page: https://advisorcensus.com/firm/noble-wealth-management-inc-newport-beach-ca-169963

## Quick answers

**How is Noble Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Noble Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Noble Wealth Management, Inc. charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $350 an hour (hourly Financial Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Noble Wealth Management, Inc. located?**
Noble Wealth Management, Inc.'s principal office is in Newport Beach, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Noble Wealth Management, Inc. registered with the SEC or a state?**
Noble Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 169963.

**How much does Noble Wealth Management, Inc. manage?**
Noble Wealth Management, Inc. reports $223,430,862 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (97% discretionary).

**How have Noble Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Noble Wealth Management, Inc.: Regulatory assets under management: $222,618,834 in the October 2021 data and $223,430,862 in the October 2026 data, unchanged. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Noble Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (197); high net worth individuals (35); corporations or other businesses not listed above (1).

**Which custodians does Noble Wealth Management, Inc. use?**
Noble Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets.

**Does Noble Wealth Management, Inc. 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/169963

**Does Noble Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "In general, we require a minimum of $250,000 to open and maintain an advisory account. Accounts below these minimums may be negotiable and accepted on an individual basis at our discretion."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $250,000 to open and maintain an advisory account. Accounts below these minimums may be negotiable and accepted on an individual basis at our discretion.

- Hourly rate: $350 an hour (hourly Financial Consulting)

> The fee for hourly Financial Consulting is $350.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- SEI Investments Distribution Co.

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: $223,430,862
- Discretionary: $216,474,786
- Non-discretionary: $6,956,076

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 197 | $96,642,631 |
| High net worth individuals | 35 | $126,362,291 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $425,940 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2016 (9 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Aliso Viejo, CA

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $222,618,834 | 6 | September 10, 2021 |
| October 2022 | $176,608,934 | 6 | June 17, 2022 |
| October 2023 | $156,533,186 | 7 | March 23, 2023 |
| October 2024 | $175,534,932 | 7 | March 28, 2024 |
| October 2025 | $212,887,393 | 6 | July 15, 2025 |
| October 2026 | $223,430,862 | 6 | March 30, 2026 |

Regulatory assets under management: $222,618,834 in the October 2021 data and $223,430,862 in the October 2026 data, unchanged.
Total employees: 6 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Noble Wealth Management, Inc. (CRD 169963): Form ADV filing data as of October 2026.