# Noblebridge Wealth

> Noblebridge Wealth is an SEC-registered investment advisory firm in Montclair, NJ, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 146612
- Filed as: NOBLEBRIDGE WEALTH
- Legal name: Noblebridge Wealth Management, LLC
- Also doing business as: LEGACY WEALTH SOLUTIONS, NOBLEBRIDGE WEALTH & ASSET MANAGEMENT SERVICES, NORTHERN VIRGINIA WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Montclair, NJ
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146612
- AdvisorCensus page: https://advisorcensus.com/firm/noblebridge-wealth-montclair-nj-146612

## Quick answers

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

**Where is Noblebridge Wealth located?**
Noblebridge Wealth's principal office is in Montclair, NJ, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Noblebridge Wealth registered with the SEC or a state?**
Noblebridge Wealth is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 146612.

**How much does Noblebridge Wealth manage?**
Noblebridge Wealth reports $214,537,941 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (83% discretionary).

**How have Noblebridge Wealth's assets and staff changed since 2022?**
In the Form ADV data for Noblebridge Wealth: Regulatory assets under management: $126,328,850 in the October 2022 data and $214,537,941 in the October 2026 data, up 70%. Total employees: 9 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Noblebridge Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (315); high net worth individuals (57); corporations or other businesses not listed above (2).

**Which custodians does Noblebridge Wealth use?**
Noblebridge Wealth'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 Noblebridge 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/146612

**What changed in Noblebridge Wealth's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $152,940,039 to $214,537,941 (+40%). Registered or notice-filed in LA.

## From the Form ADV filing

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

### 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: $214,537,941
- Discretionary: $178,626,473
- Non-discretionary: $35,911,468

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 315 | $73,778,807 |
| High net worth individuals | 57 | $140,224,428 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $338,895 |
| Charitable organizations | 1 | $45,007 |
| Corporations or other businesses not listed above | 2 | $150,804 |

### 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: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, FL, GA, LA, MD, NC, NJ, NY, PA, PR, SC, TX, VA
- 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
- Charlotte, NC
- Herndon, VA
- Montclair, NJ

### Websites listed on Form ADV (Item 1.I)
- nbwm-carolinas.com
- noblebridgewealth.com
- northernvirginiawm.com
- Instagram @nobleplan
- LinkedIn @noblebridge-wealth-management-LLC
- X @noblebridgeWM
- YouTube @UCOZgZW7j7BiEgHyKk-0FMtw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $126,328,850 | 9 | August 10, 2022 |
| October 2023 | $130,957,226 | 11 | August 10, 2023 |
| October 2024 | $160,196,755 | 8 | March 11, 2024 |
| October 2025 | $152,940,039 | 7 | March 25, 2025 |
| October 2026 | $214,537,941 | 8 | March 30, 2026 |

Regulatory assets under management: $126,328,850 in the October 2022 data and $214,537,941 in the October 2026 data, up 70%.
Total employees: 9 in October 2022 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $152,940,039 to $214,537,941 (+40%).
- Registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Noblebridge Wealth (CRD 146612): Form ADV filing data as of October 2026.