Noble Family Wealth provides financial planning, portfolio management for individuals and small businesses, estate planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Noble Family Wealth reports 124 clients. They include 67 high-net-worth individuals and 57 individual clients. Of its assets, 100.0% ($527M across 488 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 2% |
| High-net-worth individuals | 54% | 98% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 57 | $8.61M | 1.6% | $151K |
| High-net-worth individuals | 67 | $519M | 98.4% | $7.74M |
| Total | 124 | $527M | 100% | $4.25M |
- Clients
- 57
- Regulatory AUM
- $8.61M
- AUM share
- 1.6%
- Avg. per client
- $151K
- Clients
- 67
- Regulatory AUM
- $519M
- AUM share
- 98.4%
- Avg. per client
- $7.74M
Total
- Clients
- 124
- Regulatory AUM
- $527M
- AUM share
- 100%
- Avg. per client
- $4.25M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Noble Family Wealth charges up to 1.00% a year for its Asset management fees. The fee is billed in advance, is negotiable and requires an account of at least $2,000,000.
Fee details and sources
Sandra Nesbit owns 75% or more of Noble Family Wealth. It has 9 employees, 5 of them in advisory roles.
Leadership
- Brian GlasFamily Wealth Advisor, Partner & CCO
- Sandra NesbitCEO / Managing Partner
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Cullen Michael Duquette
- Brian Glas
- Colin Arthur Howard
- Sandra Lee Nesbit
- Matthew Jason Szabad
- Greg Alan Willsey
Staff
- 9 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Noble Family Wealth, LLC
Sandra Nesbit
Control person · since June 2021
Noble Family Wealth’s regulatory assets grew Infinity× from $0 (July 2021) to $527M (May 2026); employees rose from 1 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $527M | 124 | 9 | 1 |
| March 2025 | $401M | 102 | 7 | 1 |
| March 2024 | $363M | 156 | 4 | 1 |
| June 2023 | $315M | 140 | 4 | 1 |
| March 2022 | $253M | 75 | 2 | 1 |
| July 2021 | $0 | 0 | 1 | 1 |
Besides its headquarters, Noble Family Wealth has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 2475 Enterprise RD., ClearwaterHQ
Contact and registration details
- Legal name
- Noble Family Wealth, LLC
- Headquarters
- 2475 Enterprise RD., Clearwater, FL 33763
- Website
- noblefamilywealth.com
- Phone
- 727-674-1462
- @noble-family-wealth-llc
- SEC file
- 801-121626
- Structure
- Florida LLC
- Fiscal year end
- December
Noble Family Wealth uses Pershing ($527M) as custodian for its separately managed accounts. Noble Family Wealth has custody of $85.9M in client assets for 72 clients.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $527M100%
At year end, Noble Family Wealth’s separately managed accounts were mostly in funds (91%). Its reported 13F holdings for the quarter ended 30 June 2026 total $559M across 74 positions; the largest are Vanguard Specialized Funds (10.0%), Vanguard Index Fds (10.0%) and Vanguard Tax-managed Fds (9.8%).
What the accounts hold
- Stocks3%
- Funds91%
- Bonds1%
- Cash4%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $559M
- Reported 13F value
- 74
- Positions
- 67.8%
- In the 10 largest
- +15.4%
- Value vs. prior quarter
- Vanguard Specialized Funds · Div App ETF10.0%
- Vanguard Index Fds · Value ETF10.0%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt9.8%
- Schwab Strategic TR · US Dividend EQ9.1%
- Schwab Strategic TR · US Sml Cap ETF6.4%
- Vanguard Index Fds · Small CP ETF4.9%
- Schwab Strategic TR · US Lcap VA ETF4.5%
- Schwab Strategic TR · Intl Eqty ETF4.4%
- Schwab Strategic TR · US Mid-cap ETF4.4%
- Vanguard Index Fds · Growth ETF4.3%
Together, the ten largest are 67.8% of reported value.
How many clients does Noble Family Wealth have?
Noble Family Wealth has 124 clients and manages $527 million for them, as of May 2026. They include 67 high-net-worth individuals and 57 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 May 2026
What services does Noble Family Wealth offer?
Noble Family Wealth provides financial planning, portfolio management for individuals and small businesses, estate planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Noble Family Wealth charge?
Noble Family Wealth charges up to 1.00% a year for its Asset management fees. The fee is billed in advance, is negotiable and requires an account of at least $2,000,000.
Source: NOBLE FAMILY WEALTH BROCHURE, filed 26 February 2026
Which custodians does Noble Family Wealth use?
Noble Family Wealth’s separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $527M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 May 2026
How many financial advisors does Noble Family Wealth have?
Noble Family Wealth has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Noble Family Wealth invest in?
At the end of its last fiscal year, Noble Family Wealth’s separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 3% exchange-traded equities and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Noble Family Wealth have a minimum investment?
Yes, Noble Family Wealth’s minimum account size for its Asset management fees is $2M.
Source: NOBLE FAMILY WEALTH BROCHURE, filed 26 February 2026
Who owns Noble Family Wealth?
Noble Family Wealth’s direct owner is Sandra Nesbit (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 May 2026
How does Noble Family Wealth get paid?
Noble Family Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Noble Family Wealth?
Noble Family Wealth’s main office is at 2475 Enterprise RD., Clearwater, FL 33763. Its phone number is 727-674-1462. Its website is noblefamilywealth.com.