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Noble Wealth Management P.B.C.

Greenwood Village, COSEC-registered investment adviserCRD 322607

Filed as NOBLE WEALTH MANAGEMENT P.B.C.

Noble Wealth Management P.B.C. is an SEC-registered investment advisory firm in Greenwood Village, CO, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

4 years
registered since 2022
$444,054,898
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Noble Wealth Management P.B.C. compensated?

On its Form ADV (Item 5.E, October 2026), Noble Wealth Management P.B.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Noble Wealth Management P.B.C. located?

Noble Wealth Management P.B.C.'s principal office is in Greenwood Village, CO, according to its Form ADV.

Is Noble Wealth Management P.B.C. registered with the SEC or a state?

Noble Wealth Management P.B.C. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322607.

How much does Noble Wealth Management P.B.C. manage?

Noble Wealth Management P.B.C. reports $444,054,898 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (98% discretionary).

How have Noble Wealth Management P.B.C.'s assets and staff changed since 2022?

In the Form ADV data for Noble Wealth Management P.B.C.: Regulatory assets under management: $0 in the October 2022 data and $444,054,898 in the October 2026 data. Total employees: 4 in October 2022 and 5 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 P.B.C. serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (107); high net worth individuals (91); charitable organizations (2).

Which custodians does Noble Wealth Management P.B.C. use?

Noble Wealth Management P.B.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Noble Wealth Management P.B.C. 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/322607

What changed in Noble Wealth Management P.B.C.'s recent Form ADV filings?

In the October 2026 filing data: Regulatory assets under management went from $400,459,976 to $444,054,898 (+11%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

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

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated February 25, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$444,054,898

$444,054,898 as of October 2026, filing dated September 28, 2026.

Discretionary: $435,679,239.Non-discretionary: $8,375,659.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 107 Assets $64,013,122 (14%)
High net worth individuals
Clients 91 Assets $373,499,906 (84%)
Charitable organizations
Clients 2 Assets $5,933,765 (1%)
Corporations or other businesses not listed above
Clients 1 Assets $608,105 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2022 (4 years)
Employees
Total: 5. Performing investment advisory functions: 4.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

States registered or notice-filed
9 states or jurisdictions
AZCACOFLNENHOHTXUT

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$0 2022 $241M 2023 $330M 2024 $339M 2025 $444M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$444,054,8985September 28, 2026
October 2025$338,692,1005January 20, 2025
October 2024$329,551,5945September 19, 2024
October 2023$240,847,6615February 10, 2023
October 2022$04September 28, 2022

Regulatory assets under management: $0 in the October 2022 data and $444,054,898 in the October 2026 data.

Total employees: 4 in October 2022 and 5 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. October 2026
    • Regulatory assets under management went from $400,459,976 to $444,054,898 (+11%).
  2. February 2026
    • Regulatory assets under management went from $338,692,100 to $400,459,976 (+18%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
mynoblewealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Noble Wealth Management P.B.C. (CRD 322607): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/noble-wealth-management-p-b-c-greenwood-village-co-322607