NOBLE WEALTH MANAGEMENT P.B.C.
CRD #322607 SEC #801-126632 GREENWOOD VILLAGE, CO 303-325-3061
SEC Registered
Total AUM
$338.7M
Discretionary
$328.6M
Employees
5
Clients
10
Accounts
644
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $338.7M | $328.6M | $10.1M | 5 | 4 |
| Oct 2024 | $329.6M | $322.7M | $6.9M | 5 | 2 |
| Sep 2024 | $329.6M | $322.7M | $6.9M | 5 | 2 |
| Feb 2024 | $286.5M | $279.4M | $7.1M | 5 | 2 |
| Feb 2023 | $240.8M | $238.6M | $2.2M | 5 | 0 |
| Feb 2023 | $240.8M | $238.6M | $2.2M | 5 | 0 |
| Dec 2022 | $222.4M | $220.6M | $1.8M | 4 | 0 |
| Oct 2022 | $0 | $0 | $0 | 4 | 0 |
| Oct 2022 | $0 | $0 | $0 | 4 | 0 |
| Sep 2022 | $0 | $0 | $0 | 4 | 0 |
| Aug 2022 | $0 | $0 | $0 | 4 | 0 |
DateJan 2025
Total AUM$338.7M
Discretionary$328.6M
Non-Disc.$10.1M
Employees5
Clients4
DateOct 2024
Total AUM$329.6M
Discretionary$322.7M
Non-Disc.$6.9M
Employees5
Clients2
DateSep 2024
Total AUM$329.6M
Discretionary$322.7M
Non-Disc.$6.9M
Employees5
Clients2
DateFeb 2024
Total AUM$286.5M
Discretionary$279.4M
Non-Disc.$7.1M
Employees5
Clients2
DateFeb 2023
Total AUM$240.8M
Discretionary$238.6M
Non-Disc.$2.2M
Employees5
Clients0
DateFeb 2023
Total AUM$240.8M
Discretionary$238.6M
Non-Disc.$2.2M
Employees5
Clients0
DateDec 2022
Total AUM$222.4M
Discretionary$220.6M
Non-Disc.$1.8M
Employees4
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0