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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- NorthFusion horizon
- Established Date
- 06-25-2021
- Office Locations
- 1
Office Locations
About Noble Family Wealth
Noble Family Wealth is a Clearwater, FL-based registered investment adviser serving retail clients with discretionary portfolio management and holistic financial planning, including estate and insurance planning. The firm emphasizes asset allocation and portfolio construction, with exposure to mutual funds, alternatives such as hedge funds and real estate, and socially responsible investing. Custodies with Pershing and was established in 2021.
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Owner & Executives
SANDRA LEE NESBIT
Chief Executive Officer, Managing Partner
- CRD
- #2605392
- Ownership
- 75% or more
BRIAN GLAS
Chief Compliance Officer, FAMILY WEALTH ADVISOR, PARTNER
- CRD
- #4689488
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Cullen Michael Duquette
--
- CRD
- #8180078
BRIAN GLAS
Chief Compliance Officer, FAMILY WEALTH ADVISOR, PARTNER
- CRD
- #4689488
Zenith prime
Prime pioneer
- CRD
- #17555
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $527,467,341 | $1,080,876 |
| Non-Discretionary | $0 | -- |
| Total | $527,467,341 | $1,080,876 |
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Separately Managed Accounts
Total SMA Asset: $527,467,341
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,997,914,635 | 37.2% |
| Cash | $934,833,596 | 11.6% |
| Equity - Exchange | $983,187,058 | 12.2% |
| Municipal Bonds | $3,142,975,019 | 39.0% |
| Total | $8,058,910,308 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY WAVE VERTEX | ALPHA UNISON | 8V03YGSAA | QNE | 1.24% | $50,483,939 |
| HARBOR PEAK RADIAL | RADIAL PIONEER | 084520I1V | ONQW | 10.94% | $108,648,749 |
| ALPHA SUMMIT | LEGACY GLACIER | 2E621JPVM | YMNT | 6.05% | $117,866,392 |
| ALPHA CREST | HARBOR WAVE | U51PMC9JU | XGPUK | 3.52% | $82,547,294 |
| RIDGE MATRIX | CREST MOMENTUM | 8BXZVZGE1 | BZYWP | 0.61% | $21,236,262 |
| PIONEER FUSION | PATHWAY ELEMENT | R8Y090FA8 | NCQ | 3.71% | $96,211,741 |
| UNISON PIONEER OAK | OAK MOMENTUM | 4EK2UY3PW | FSYE | 11.86% | $31,643,996 |
| QUANTUM MATRIX | VERTEX ELEMENT | ODCSL7TP3 | SOHUC | 4.58% | $28,341,563 |