NEWPORT BEACH, CACRD 169963Latest ADV March 30, 2026
Noble Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 30, 2026, reports $223M in regulatory assets under management, 6 employees, 1 office, and 648 accounts.
Assets Under Management
$223M
Employees
6
Offices
1 office
Total Clients
233
Primary office
NEWPORT BEACH, CA
4299 MACARTHUR BLVD., SUITE 100, NEWPORT BEACH, CA, United States
Top client segmentIndividuals represent 84.5% of total clients.
Top client categories% of clientsClients
1
Individuals
84.5%
197
2
HNWI
15.0%
35
3
Corporations
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$223Mas of March 30, 2026
Discretionary96.9%
$216M
97% of total RAUM96.9%
Non-discretionary3.1%
$7M
3% of total RAUM3.1%
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.
Total AUM$223M
Total Accounts648
10Y AUM Change+$74M (+49.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee39:1
10Y Employee Change+1 (+20.0%)
* 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.