Noble Wealth Management P.B.C. provides financial planning, portfolio management for individuals and small businesses, selecting other managers, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Noble Wealth Management P.B.C. reports 201 clients. They include 107 individual clients, 91 high-net-worth individuals and 2 charitable organizations. Of its assets, 98.1% ($436M across 704 accounts) are managed with discretion; $8.38M across 100 accounts are not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 14% |
| High-net-worth individuals | 45% | 84% |
| Charitable organizations | <1% | 1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 107 | $64M | 14.4% | $598K |
| High-net-worth individuals | 91 | $373M | 84.1% | $4.1M |
| Charitable organizations | Fewer than 5 | $5.93M | 1.3% | $2.97M |
| Corporations and other businesses | Fewer than 5 | $608K | 0.1% | $608K |
| Total | 201 | $444M | 100% | — |
- Clients
- 107
- Regulatory AUM
- $64M
- AUM share
- 14.4%
- Avg. per client
- $598K
- Clients
- 91
- Regulatory AUM
- $373M
- AUM share
- 84.1%
- Avg. per client
- $4.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.93M
- AUM share
- 1.3%
- Avg. per client
- $2.97M
- Clients
- Fewer than 5
- Regulatory AUM
- $608K
- AUM share
- 0.1%
- Avg. per client
- $608K
Total
- Clients
- 201
- Regulatory AUM
- $444M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Noble Wealth Management P.B.C. charges 0.60%–1.00% a year for its Asset Management. The fee is billed in arrears, is negotiable and requires an account of at least $500,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Comprehensive Financial Planning
- Comprehensive financial planning is a flat fee of $4,000 to $7,500, with 50% billed in advance and the balance on plan delivery.
- Limited-Scope Financial Planning
- Limited-scope or consultative financial planning is billed at an hourly fee of $300 to $400.
Christopher Rhyme owns 75% or more of Noble Wealth Management P.B.C.. Christopher Rhyme is CEO; the leadership team includes Chief Compliance Officer Daniel Newman. It has 5 employees, 4 of them in advisory roles.
Leadership
- Christopher RhymeChief Executive Officer
- Daniel NewmanChief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 4 in advisory functions
- 5 state-registered reps
- 2 insurance agents
- Owns 75% or more of Noble Wealth Management P.B.C.
Christopher Rhyme
Control person · since August 2022
Noble Wealth Management P.B.C.’s regulatory assets grew 1.8× from $241M (February 2023) to $444M (September 2026); clients rose from 170 to 201 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $444M | 201 | 5 | 2 |
| January 2025 | $339M | 188 | 5 | 2 |
| February 2024 | $287M | 173 | 5 | 1 |
| February 2023 | $241M | 170 | 5 | 1 |
Besides its headquarters, Noble Wealth Management P.B.C. has 1 office (1 private residence, listed without an address), with 1 listed address in Colorado.
Colorado · 1 listed address
- 6400 S Fiddlers Green Circle, Suite 525, Greenwood VillageHQ
Contact and registration details
- Legal name
- Noble Wealth Management P.B.C.
- Headquarters
- 6400 S Fiddlers Green Circle, Suite 525, Greenwood Village, CO 80111
- Website
- mynoblewealth.com
- Phone
- 303-325-3061
- SEC file
- 801-126632
- Structure
- Colorado corporation
- Fiscal year end
- December
Noble Wealth Management P.B.C. uses Charles Schwab ($400M) as custodian for its separately managed accounts. Noble Wealth Management P.B.C. has custody of $34.6M in client assets for 45 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $400M100%
At year end, Noble Wealth Management P.B.C.’s separately managed accounts were largely in funds (49%) and bonds (21%).
What the accounts hold
- Stocks13%
- Funds49%
- Bonds21%
- Investment grade corporate bonds10%
- High-yield corporate bonds7%
- State and local bonds3%
- U.S. government and agency bonds1%
- Cash4%
- Other13%
- Qoz's, private investments, pacific life managed variable annuities and structured notes13%
How many clients does Noble Wealth Management P.B.C. have?
Noble Wealth Management P.B.C. has 201 clients and manages $444 million for them, as of September 2026. They include 107 individual clients, 91 high-net-worth individuals and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026
What services does Noble Wealth Management P.B.C. offer?
Noble Wealth Management P.B.C. provides financial planning, portfolio management for individuals and small businesses, selecting other managers, business succession planning, education planning, estate planning, insurance, philanthropic 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 Wealth Management P.B.C. charge?
Noble Wealth Management P.B.C. charges 0.60%–1.00% a year for its Asset Management. The fee is billed in arrears, is negotiable and requires an account of at least $500,000.
Which custodians does Noble Wealth Management P.B.C. use?
Noble Wealth Management P.B.C.’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $400M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026
How many financial advisors does Noble Wealth Management P.B.C. have?
Noble Wealth Management P.B.C. has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are 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 Wealth Management P.B.C. invest in?
At the end of its last fiscal year, Noble Wealth Management P.B.C.’s separately managed accounts held 49% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 13% other, 10% investment grade corporate bonds, 7% high-yield corporate bonds, 4% cash and equivalents, 3% state and local bonds and 1% U.S. government and agency bonds. The 13% other category is described as: Qoz'S, Private Investments, Pacific Life Managed Variable Annuities and Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Noble Wealth Management P.B.C. have a minimum investment?
Yes, Noble Wealth Management P.B.C.’s minimum account size for its Asset Management is $500K.
Who owns Noble Wealth Management P.B.C.?
Noble Wealth Management P.B.C.’s direct owner is Christopher Rhyme (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 September 2026
How does Noble Wealth Management P.B.C. get paid?
Noble Wealth Management P.B.C. is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Wealth Management P.B.C.?
Noble Wealth Management P.B.C.’s main office is at 6400 S Fiddlers Green Circle, Suite 525, Greenwood Village, CO 80111. Its phone number is 303-325-3061. Its website is mynoblewealth.com.