Overview
Assets Under Management: $401 million
Headquarters: CLEARWATER, FL
High-Net-Worth Clients: 67
Average Client Assets: $6 million
Frequently Asked Questions
NOBLE FAMILY WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315152), NOBLE FAMILY WEALTH is subject to fiduciary duty under federal law.
NOBLE FAMILY WEALTH is headquartered in CLEARWATER, FL.
NOBLE FAMILY WEALTH serves 67 high-net-worth clients according to their SEC filing dated December 19, 2025. View client details ↓
According to their SEC Form ADV, NOBLE FAMILY WEALTH offers financial planning and portfolio management for individuals. View all service details ↓
NOBLE FAMILY WEALTH manages $401 million in client assets according to their SEC filing dated December 19, 2025.
According to their SEC Form ADV, NOBLE FAMILY WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.29
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 426
Discretionary Accounts: 426
Regulatory Filings
CRD Number: 315152
Filing ID: 2034897
Last Filing Date: 2025-12-19 08:22:22
Website: 0