CLEARWATER, FLCRD 315152Latest ADV February 26, 2026
Noble Family Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clearwater, FL. Its latest Form ADV filing, dated February 26, 2026, reports $527M in regulatory assets under management, 9 employees, and 488 accounts.
Assets Under Management
$527M
Employees
9
Offices
--
Total Clients
124
Primary office
CLEARWATER, FL
2475 ENTERPRISE RD., CLEARWATER, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.0% of total clients.
Top client categories% of clientsClients
1
HNWI
54.0%
67
2
Individuals
46.0%
57
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$527Mas of February 26, 2026
Discretionary100.0%
$527M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$527M
Total Accounts488
10Y AUM Change+$527M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee14:1
10Y Employee Change+8 (+800.0%)
* 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.