$4.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2012
- Office Locations
- 1
Office Locations
-- Bellevue WA
About Noah Investment Management, LLC
Noah Investment Management, LLC is a Bellevue, WA RIA providing discretionary portfolio management for retail clients, primarily through ETF-based equity SMA strategies with a cash sleeve. Led by portfolio manager and president Mark Xi Wu, the firm custodies assets on major platforms such as Schwab and Fidelity/NFS.
Team overview
39 AVG AGE
$4.3M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
14.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Investment Vehicles
Element
Owner & Executives
MARK XI WU
Portfolio Manager, President
- CRD
- #5980128
- Ownership
- 75% or more
(946) 782-8218
summit.glacier@crestcapital.com
in linkedin.com/in/element-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,300,000 | -- |
| Total | $4,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,300,000
Equity - Exchange:
20.0% U.S. Government/Agency:
18.1% Cash:
61.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $271,336,764 | 20.0% |
| U.S. Government/Agency | $245,559,771 | 18.1% |
| Cash | $839,787,285 | 61.9% |
| Total | $1,356,683,820 | 100.0% |