Noblebridge Wealth is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 30, 2026, reports $215M in regulatory assets under management, 8 employees, 5 offices, and 801 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.8% of total clients.
Top client categories% of clientsClients
1
Individuals
83.8%
315
2
HNWI
15.2%
57
3
Corporations
0.5%
2
4
Pension Plans
0.3%
1
5
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$215Mas of March 30, 2026
Discretionary83.3%
$179M
83% of total RAUM83.3%
Non-discretionary16.7%
$36M
17% of total RAUM16.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$215M
Total Accounts801
10Y AUM Change+$88M (+69.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee47:1
10Y Employee Change-1 (-11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.