NOBLE WEALTH MANAGEMENT P.B.C.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $400.5M |
| Discretionary | $390.8M98% of AUM |
| Non-Discretionary | $9.6M |
| Client Accounts | 672 |
| Avg Account Size | $596K |
| Employees | 5 |
| Peak AUM | $400.5MJan 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $400M | +18.2% | +18.5% | — | |
| Discretionary AUM | $391M | ||||
Key Metrics
| Total AUM | $400.5M |
| Discretionary | $390.8M |
| Employees | 5 |
| Client Accounts | 672 |
| Client Range | 1-10 |
Contact & Location
Address
6400 S FIDDLERS GREEN CIRCLE
GREENWOOD VILLAGE CO 80111
Phone
303-325-3061
Filing History
13 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$391M
97.6% of AUM
Non-Discretionary
$10M
2.4% of AUM
Disc. mix ▲ 0.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported