NOBLE WEALTH MANAGEMENT, INC.

NOBLE WEALTH MANAGEMENT, INC. of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 169963). Regulatory assets under management: $223.4M.

Registration

• CRD: 169963
• SEC file number: 801-108555
• Type: Registered investment adviser
• Location: 4299 MACARTHUR BLVD., SUITE 100, NEWPORT BEACH, CA, 92660
• Phone: 888-272-2008
• Latest filing: 2026-03-30
• Regulatory AUM: $223.4M
• Discretionary AUM: $216.5M
• Non-discretionary AUM: $7.0M
• Clients: 6
• Accounts: 648

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169963 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search