# 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.

- CRD: 322607
- Filed as: NOBLE WEALTH MANAGEMENT P.B.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322607
- AdvisorCensus page: https://advisorcensus.com/firm/noble-wealth-management-p-b-c-greenwood-village-co-322607

## Quick answers

**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).

**How much does Noble Wealth Management P.B.C. charge?**
Its Form ADV Part 2A brochure dated February 25, 2026 states: Hourly rate: $300 to $400 an hour (Limited scope or consultative Financial Planning Services); Flat fee: $4,000 to $7,500 (Comprehensive Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

### 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 February 25, 2026)

- Hourly rate: $300 to $400 an hour (Limited scope or consultative Financial Planning Services)

> Limited scope or consultative Financial Planning Services are offered based on an hourly fee of $300-$400 per hour.

- Flat fee: $4,000 to $7,500 (Comprehensive Financial Planning Services)

> Comprehensive Financial Planning Services are offered based on a flat fee between $4,000- $7,500.

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.

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: $444,054,898
- Discretionary: $435,679,239
- Non-discretionary: $8,375,659

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 107 | $64,013,122 |
| High net worth individuals | 91 | $373,499,906 |
| Charitable organizations | 2 | $5,933,765 |
| Corporations or other businesses not listed above | 1 | $608,105 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, NE, NH, OH, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mynoblewealth.com
- Facebook facebook.com
- Instagram @marksmarketminute
- Instagram @noblewealthmanagement
- Instagram @rhymeswithwealth
- LinkedIn @chris-rhyme-02511b5
- LinkedIn @markasarocfa
- TikTok @marksmarketminute
- TikTok @rhymeswithwealth
- YouTube @noblewealthmanagement5523

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 4 | September 28, 2022 |
| October 2023 | $240,847,661 | 5 | February 10, 2023 |
| October 2024 | $329,551,594 | 5 | September 19, 2024 |
| October 2025 | $338,692,100 | 5 | January 20, 2025 |
| October 2026 | $444,054,898 | 5 | September 28, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $400,459,976 to $444,054,898 (+11%).

### February 2026
- Regulatory assets under management went from $338,692,100 to $400,459,976 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Noble Wealth Management P.B.C. (CRD 322607): Form ADV filing data as of October 2026.
