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Noble Wealth Management P.b.c.

Noble Wealth Management P.b.c.. CRD 322607

Noble Wealth Management P.b.c. logo

CRD: 322607

Noble Wealth Management P.b.c.

Greenwood Village, CO, 80111
3033253061
www.mynoblewealth.com
$400.5M Total AUM
$390.8M Disc. AUM
18.5% 3Y CAGR
5 Employees
202 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Vertex
Established Date
09-28-2022
Office Locations
2

Office Locations

6400 S Fiddlers Green Circle Suite 525 Greenwood Village CO
-- South Jordan UT

About Noble Wealth Management P.b.c.

Noble Wealth Management P.B.C. is a Greenwood Village, CO RIA serving households with $500k+ in liquid assets or $5M+ net worth, providing holistic financial planning and discretionary portfolio management. Investment approach emphasizes asset allocation and portfolio construction using public funds, ETFs, and fixed income, alongside tax, estate, and charitable planning. Primary custodian is Charles Schwab.

Team overview

42 AVG AGE
$100.1M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
3.8 yrs AVG TENURE
5 Employees
4 Advisory Reps
5 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Fusion focus Foundation Zenith oak

Client Personas

Ember delta Signal

Investment Themes

Atlas Peak Pathway matrix

Investment Vehicles

Element

Services

Focus Vector North Crest momentum Focus vital Glacier oak Matrix Timber oak

Technology

Harbor matrix

Owner & Executives

C

CHRISTOPHER ENDRE RHYME

Chief Executive Officer, Private Wealth Advisor

CRD
#6210982
Ownership
75% or more
(768) 986-1947
frontier.pioneer@matrixcapital.com
in linkedin.com/in/summit-quantum
DANIEL AARON NEWMAN

DANIEL AARON NEWMAN

Chief Compliance Officer

CRD
#5234508
Ownership
Less than 5%
(753) 565-8683
focus.summit@peakcapital.com
in linkedin.com/in/bridge-fusion

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Contacts

Mark James Asaro

Mark James Asaro

Chief Investment Officer, Partner

CRD
#4224327
(897) 486-2808
bridge.eagle@insightcapital.com
in linkedin.com/in/atlas-peak
N

Nathaniel Demetrious McHarg

Director of Investment Operations

CRD
#6718771
(380) 309-2386
meridian.unison@quantumcapital.com
in linkedin.com/in/pathway-pathway

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-15-2022
02-10-2023
10-07-2024
01-20-2025
02-25-2026
Category Assets AVG. Account size
Discretionary $390,813,029 $670,348
Non-Discretionary $9,646,947 $108,393
Total $400,459,976 $595,923

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Separately Managed Accounts

Total SMA Asset: $400,459,976

$400.5M Total SMA
Public Funds:
9.5%
Equity - Exchange:
9.7%
Other:
10.9%
Corporate - Investment Grade:
19.5%
Corporate - Non-Investment Grade:
6.3%
Cash:
19.9%
Municipal Bonds:
10.1%
U.S. Government/Agency:
14.1%
Asset class Assets Assets %
Public Funds $797,378,839 9.5%
Equity - Exchange $814,165,762 9.7%
Other $914,887,299 10.9%
Corporate - Investment Grade $1,636,724,985 19.5%
Corporate - Non-Investment Grade $528,788,072 6.3%
Cash $1,670,298,831 19.9%
Municipal Bonds $847,739,607 10.1%
U.S. Government/Agency $1,183,478,065 14.1%
Total $8,393,461,460 100.0%

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