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Noblebridge Wealth

Noblebridge Wealth. CRD 146612

Noblebridge Wealth logo

CRD: 146612

Noblebridge Wealth

North Caldwell, NJ
8667980354
noblebridgewealth.com
$214.5M Total AUM
$178.6M Disc. AUM
15.9% 3Y CAGR
8 Employees
376 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail and Institutional
Platforms
Wave emberFusion
Established Date
04-16-2008
Office Locations
6

Office Locations

13800 Coppermine Road Suite 144 Herndon VA
615 S College ST Floor 10 Charlotte NC
-- Monroe Township NJ

About Noblebridge Wealth

NobleBridge Wealth is an independent RIA founded in 2008, providing personalized wealth management through comprehensive financial planning, investment management, tax optimization, insurance, and retirement solutions. The firm builds bespoke strategies around client goals and offers a customized digital planning experience (NoblePlan). Custody relationships include Charles Schwab and Interactive Brokers.

Team overview

45 AVG AGE
$30.6M AVG AUM / ADVISOR
$570.6K AVG AUM / CLIENT
6.9 yrs AVG TENURE
8 Employees
7 Advisory Reps
7 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Element Oak Unison delta Timber alpha Harbor Capital Pathway vector Capital ridge Optima peak

Client Personas

Ridge eagle Horizon

Custodian

Vertex Atlas Delta Ember meridian Legacy wave Eagle zenith Harbor Capital vertex Fusion Timber north Vital pioneer Vertex Fusion element Oak Peak alpha

Fund Managers

Vector bridge

Investment Themes

Oak catalyst Glacier glacier Pioneer pioneer Meridian capital Vector oak

Investment Vehicles

Vector

Platform

Summit horizon Legacy Wave unison

Services

Meridian foundation Foundation quantum Prime delta Peak atlas Summit radial Eagle foundation Capital Momentum Signal Pathway North catalyst

Technology

Legacy catalyst Fusion pathway

Owner & Executives

COREY FRANCO

COREY FRANCO

Chief Compliance Officer, Chief Investment Officer, Investment Advisor, Managing Member, President

CRD
#3075851
Ownership
75% or more
(256) 576-1929
optima.meridian@vitalcapital.com
in linkedin.com/in/alpha-foundation

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Contacts

M

Martin J Herrmann

--

CRD
#2399758
(771) 798-7912
radial.frontier@capitalcapital.com
in linkedin.com/in/focus-legacy
A

ALVIN LARTIGUE CASTRO

--

CRD
#5925801
(288) 314-5743
radial.horizon@focuscapital.com
in linkedin.com/in/summit-fusion
L

Legacy atlas

Zenith insight horizon

CRD
#22376
(487) 371-6741
wave.atlas@catalystcapital.com
in linkedin.com/in/catalyst-horizon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-10-2022
08-10-2023
03-11-2024
03-25-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $178,626,473 $235,655
Non-Discretionary $35,911,468 $835,150
Total $214,537,941 $267,838

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Separately Managed Accounts

Total SMA Asset: $214,537,941

$214.5M Total SMA
Equity - Exchange:
13.8%
Cash:
11.2%
Public Funds:
12.1%
U.S. Government/Agency:
26.1%
Municipal Bonds:
12.2%
Other:
4.9%
Private Funds:
13.0%
Corporate - Investment Grade:
6.7%
Asset class Assets Assets %
Equity - Exchange $365,302,736 13.8%
Cash $296,477,583 11.2%
Public Funds $320,301,674 12.1%
U.S. Government/Agency $690,898,653 26.1%
Municipal Bonds $322,948,795 12.2%
Other $129,708,942 4.9%
Private Funds $344,125,766 13.0%
Corporate - Investment Grade $177,357,125 6.7%
Total $2,647,121,274 100.0%

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