NOBLE WEALTH MANAGEMENT, INC.
CRD #169963 SEC #801-108555 NEWPORT BEACH, CA 888-272-2008
SEC Registered
Total AUM
$212.9M
Discretionary
$204.9M
Employees
6
Clients
26
Accounts
660
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $212.9M | $204.9M | $8M | 6 | 0 |
| Mar 2025 | $212.9M | $204.9M | $8M | 7 | 0 |
| Mar 2024 | $175.5M | $166.3M | $9.3M | 7 | 0 |
| Mar 2023 | $156.5M | $146.7M | $9.9M | 7 | 0 |
| Jun 2022 | $176.6M | $165.2M | $11.5M | 6 | 0 |
| Apr 2022 | $176.6M | $165.2M | $11.5M | 6 | 0 |
| Sep 2021 | $222.6M | $216.7M | $5.9M | 6 | 0 |
| Mar 2021 | $222.6M | $216.7M | $5.9M | 7 | 0 |
| Jun 2020 | $219.9M | $214M | $5.9M | 7 | 7 |
| Apr 2020 | $219.9M | $214M | $5.9M | 7 | 7 |
| May 2019 | $213M | $202.6M | $10.3M | 7 | 7 |
| Apr 2019 | $213M | $202.6M | $10.3M | 7 | 7 |
| Apr 2019 | $213M | $202.6M | $10.3M | 7 | 7 |
| Jul 2018 | $198.4M | $153.8M | $44.6M | 7 | 7 |
| Jul 2018 | $198.4M | $153.8M | $44.6M | 7 | 7 |
| Mar 2018 | $239.7M | $153.8M | $85.9M | 7 | 7 |
| Oct 2017 | $149.9M | $133.9M | $16M | 5 | 0 |
| Apr 2017 | $149.9M | $133.9M | $16M | 5 | 253 |
| Mar 2017 | $149.9M | $133.9M | $16M | 5 | 253 |
| Oct 2016 | $150.5M | $132.7M | $17.8M | 5 | 165 |
DateJul 2025
Total AUM$212.9M
Discretionary$204.9M
Non-Disc.$8M
Employees6
Clients0
DateMar 2025
Total AUM$212.9M
Discretionary$204.9M
Non-Disc.$8M
Employees7
Clients0
DateMar 2024
Total AUM$175.5M
Discretionary$166.3M
Non-Disc.$9.3M
Employees7
Clients0
DateMar 2023
Total AUM$156.5M
Discretionary$146.7M
Non-Disc.$9.9M
Employees7
Clients0
DateJun 2022
Total AUM$176.6M
Discretionary$165.2M
Non-Disc.$11.5M
Employees6
Clients0
DateApr 2022
Total AUM$176.6M
Discretionary$165.2M
Non-Disc.$11.5M
Employees6
Clients0
DateSep 2021
Total AUM$222.6M
Discretionary$216.7M
Non-Disc.$5.9M
Employees6
Clients0
DateMar 2021
Total AUM$222.6M
Discretionary$216.7M
Non-Disc.$5.9M
Employees7
Clients0
DateJun 2020
Total AUM$219.9M
Discretionary$214M
Non-Disc.$5.9M
Employees7
Clients7
DateApr 2020
Total AUM$219.9M
Discretionary$214M
Non-Disc.$5.9M
Employees7
Clients7
DateMay 2019
Total AUM$213M
Discretionary$202.6M
Non-Disc.$10.3M
Employees7
Clients7
DateApr 2019
Total AUM$213M
Discretionary$202.6M
Non-Disc.$10.3M
Employees7
Clients7
DateApr 2019
Total AUM$213M
Discretionary$202.6M
Non-Disc.$10.3M
Employees7
Clients7
DateJul 2018
Total AUM$198.4M
Discretionary$153.8M
Non-Disc.$44.6M
Employees7
Clients7
DateJul 2018
Total AUM$198.4M
Discretionary$153.8M
Non-Disc.$44.6M
Employees7
Clients7
DateMar 2018
Total AUM$239.7M
Discretionary$153.8M
Non-Disc.$85.9M
Employees7
Clients7
DateOct 2017
Total AUM$149.9M
Discretionary$133.9M
Non-Disc.$16M
Employees5
Clients0
DateApr 2017
Total AUM$149.9M
Discretionary$133.9M
Non-Disc.$16M
Employees5
Clients253
DateMar 2017
Total AUM$149.9M
Discretionary$133.9M
Non-Disc.$16M
Employees5
Clients253
DateOct 2016
Total AUM$150.5M
Discretionary$132.7M
Non-Disc.$17.8M
Employees5
Clients165