N
$8.4M Total AUM
$8.4M Disc. AUM
-- 3Y CAGR
1 Employees
101 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail
- Platforms
- Vital vitalRadial ridge +more
- Established Date
- 01-03-2022
- Office Locations
- 1
Office Locations
35788 S.r. 54 Suite 101 Zephyrhills FL
About Noble Wealth
Noble Wealth is a Florida-based RIA providing customized, “living” financial plans and ongoing guidance for healthcare professionals, business owners, families and retirees. The firm focuses on cash-flow automation, tax planning, risk/insurance review, estate-plan coordination and retirement withdrawal strategy, paired with long-term, low-cost diversified portfolios. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$8.4M AVG AUM / ADVISOR
$82.9K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Vital radial Capital Fusion
Client Personas
Bridge
Custodian
Signal Element Bridge
Investment Themes
Matrix ember Element Oak Matrix
Investment Vehicles
Vertex crest
Services
Timber Vertex Prime vertex Momentum Element Ember Pioneer
Technology
Prime delta Atlas catalyst Pathway fusion Prime Meridian alpha
Owner & Executives
J
JEREMY WAYNE DAVID
Chief Compliance Officer, Founder, Managing Member
- CRD
- #6113058
- Ownership
- 75% or more
(281) 256-4330
beacon.delta@oakcapital.com
in linkedin.com/in/north-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,368,194 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,368,194 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,368,194
Public Funds:
28.4% Equity - Exchange:
35.4% Cash:
9.3% Corporate - Investment Grade:
26.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $509,111,040 | 28.4% |
| Equity - Exchange | $634,596,156 | 35.4% |
| Cash | $166,715,939 | 9.3% |
| Corporate - Investment Grade | $482,221,373 | 26.9% |
| Total | $1,792,644,508 | 100.0% |