Overview
Assets Under Management: $160 million
High-Net-Worth Clients: 38
Average Client Assets: $2 million
Frequently Asked Questions
NOBLEBRIDGE WEALTH MANAGEMENT, LLC 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 #146612), NOBLEBRIDGE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
NOBLEBRIDGE WEALTH MANAGEMENT, LLC serves 38 high-net-worth clients according to their SEC filing dated March 11, 2024. View client details ↓
According to their SEC Form ADV, NOBLEBRIDGE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
NOBLEBRIDGE WEALTH MANAGEMENT, LLC manages $160 million in client assets according to their SEC filing dated March 11, 2024.
According to their SEC Form ADV, NOBLEBRIDGE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.22
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 811
Discretionary Accounts: 767
Non-Discretionary Accounts: 44
Regulatory Filings
CRD Number: 146612
Last Filing Date: 2024-03-11 00:00:00
Website: https://noblebridgewealth.com