CRD: 169963
Noble Wealth Management, Inc.
$223.4M Total AUM
$216.5M Disc. AUM
12.6% 3Y CAGR
6 Employees
233 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-25-2014
- Office Locations
- 1
Office Locations
4299 Macarthur Blvd. Suite 100 Newport Beach CA
About Noble Wealth Management, Inc.
Noble Wealth Management (Newport Beach, CA) provides financial planning and portfolio management focused on retirement readiness, tax-efficient income planning, and asset protection across life stages. The team builds long-term, objectives-based portfolios using a range of investment products and strategies, including mutual funds and ETFs, and commonly custodies assets at Charles Schwab.
Team overview
-- AVG AGE
$111.7M AVG AUM / ADVISOR
$958.9K AVG AUM / CLIENT
9 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ALAN JEROME SCHRYER
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1847282
- Ownership
- 75% or more
Available
Available
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Showing 1 of 1 owners & executives
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D
DANIEL DUBOIS
--
- CRD
- #4445529
Available
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Jeffrey Lynn Kaylor
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- CRD
- #7902888
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $216,474,786 | $343,611 |
| Non-Discretionary | $6,956,076 | $386,449 |
| Total | $223,430,862 | $344,801 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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