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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pioneer foundationPrime element
- Established Date
- 09-24-2018
- Office Locations
- 1
Office Locations
About Noble Wealth Partners
Noble Wealth Partners is a Denver-based boutique wealth manager providing sophisticated financial planning and tailored, goals-based investment portfolios for professionals, business owners, and mindful investors. The team offers retirement, tax strategy, education and legacy planning, plus ongoing portfolio management focused on long-term results and tax-efficient diversification. Clients can expect proactive guidance with a stated 48-hour response time; recognized by The Colorado Sun as Denver’s Best Wealth Management Services firm.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
JEFFREY ALTON BRAINARD
Chief Compliance Officer, Co-founder, MANAGING DIRECTOR
- CRD
- #4355671
- Ownership
- 50% but less than 75%
GRANT SIMON GLENN
Co-founder, MANAGING DIRECTOR
- CRD
- #5604413
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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REBEKAH ELIZABETH BROOKS
--
- CRD
- #5401636
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,491,092 | $280,121 |
| Non-Discretionary | $0 | -- |
| Total | $118,491,092 | $280,121 |
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Separately Managed Accounts
Total SMA Asset: $118,491,092
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,633,986,091 | 23.5% |
| Equity - Exchange | $1,063,829,242 | 15.3% |
| Cash | $1,898,205,119 | 27.3% |
| U.S. Government/Agency | $2,357,111,851 | 33.9% |
| Total | $6,953,132,303 | 100.0% |