{"url":"https://nivawealth.com/firms/noble-wealth-management-p-b-c-322607","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/322607","regulatoryAum":444054898,"crd":"322607","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4224327","suffix":null,"lastName":"Asaro","firstName":"Mark","middleName":"James"},{"crd":"6718771","suffix":null,"lastName":"McHarg","firstName":"Nathaniel","middleName":"Demetrious"},{"crd":"5234508","suffix":null,"lastName":"NEWMAN","firstName":"DANIEL","middleName":"AARON"},{"crd":"6210982","suffix":null,"lastName":"RHYME","firstName":"CHRISTOPHER","middleName":"ENDRE"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-02-10","regulatoryAum":240847661,"clients":170,"employees":5,"offices":1},{"filedOn":"2024-02-05","regulatoryAum":286547142,"clients":173,"employees":5,"offices":1},{"filedOn":"2025-01-20","regulatoryAum":338692100,"clients":188,"employees":5,"offices":2},{"filedOn":"2026-09-28","regulatoryAum":444054898,"clients":201,"employees":5,"offices":2}],"secFileNumber":"801-126632","legalName":"Noble 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other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":13},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":3},{"label":"Investment grade corporate bonds","percent":10},{"label":"Non-investment grade corporate bonds","percent":7},{"label":"Securities issued by registered investment companies or business development companies","percent":49},{"label":"Cash and cash equivalents","percent":4},{"label":"Other","percent":13,"detail":"Qoz'S, Private Investments, Pacific Life Managed Variable Annuities and Structured Notes"}],"privateFunds":0},"sources":{"adv1FilingDate":"28 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/322607/PDF/322607.pdf","brochureDate":"28 September 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Noble Wealth Management P.B.C. offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Noble Wealth Management P.B.C. charge?","answer":"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.","source":"ADV PART 2A BROCHURE, filed 28 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Noble Wealth Management P.B.C. use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Noble Wealth Management P.B.C. have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Noble Wealth Management P.B.C. invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Noble Wealth Management P.B.C. have a minimum investment?","answer":"Yes, Noble Wealth Management P.B.C.’s minimum account size for its Asset Management is $500K.","source":"ADV PART 2A BROCHURE, filed 28 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Noble Wealth Management P.B.C.?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Noble Wealth Management P.B.C. get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Noble Wealth Management P.B.C.?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}