NobleBridge Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
NobleBridge Wealth Management reports 376 clients. They include 315 individual clients, 57 high-net-worth individuals, and 2 corporations and other businesses. Of its assets, 83.3% ($179M across 758 accounts) are managed with discretion; $35.9M across 43 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 34% |
| High-net-worth individuals | 15% | 65% |
| Pension and profit-sharing plans | <1% | <1% |
| 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) | 315 | $73.8M | 34.4% | $234K |
| High-net-worth individuals | 57 | $140M | 65.4% | $2.46M |
| Pension and profit-sharing plans | Fewer than 5 | $339K | 0.2% | $339K |
| Charitable organizations | Fewer than 5 | $45K | 0.0% | $45K |
| Corporations and other businesses | Fewer than 5 | $151K | 0.1% | $75.4K |
| Total | 376 | $215M | 100% | — |
- Clients
- 315
- Regulatory AUM
- $73.8M
- AUM share
- 34.4%
- Avg. per client
- $234K
- Clients
- 57
- Regulatory AUM
- $140M
- AUM share
- 65.4%
- Avg. per client
- $2.46M
- Clients
- Fewer than 5
- Regulatory AUM
- $339K
- AUM share
- 0.2%
- Avg. per client
- $339K
- Clients
- Fewer than 5
- Regulatory AUM
- $45K
- AUM share
- 0.0%
- Avg. per client
- $45K
- Clients
- Fewer than 5
- Regulatory AUM
- $151K
- AUM share
- 0.1%
- Avg. per client
- $75.4K
Total
- Clients
- 376
- Regulatory AUM
- $215M
- AUM share
- 100%
- Avg. per client
- —
- 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
NobleBridge Wealth Management charges up to 2.00% a year for its Investment advisory services - managed account services. The fee is billed in advance, is negotiable and has a $75 annual minimum. The brochure also prices 7 other services, listed under fee details.
Fee details and sources
Other fees
- Advanced Planning Services
- A $350 implementation fee, then $200 a month; an annual plan review may add a $500 flat fee.
- Assets Under Advisement Services
- An annual asset-based fee of 0.05% to 0.25%, depending on assets under advisement, billed quarterly in advance.
- NoblePlan Services
- A $150 set-up and assessment fee, then a $75 monthly subscription fee.
- On Demand Project-Based Advice
- Billed at $250 an hour in 15-minute increments, or a flat fee agreed in advance.
- Retirement plan consulting - plan sponsor
- Consultant fee of up to 0.85% of plan assets a year, negotiated with the plan sponsor and any third-party provider.
- Retirement planning and consulting - individual
- Hourly fee of $350, or a minimum annual consulting fee of $6,500, depending on services; negotiable.
- Tax Planning and Integrated Tax Services
- Billed at $350 an hour in 15-minute increments, or a flat fee not to exceed $7,500 a year.
Corey Franco owns 75% or more of NobleBridge Wealth Management. The leadership team of NobleBridge Wealth Management includes President Corey Franco. It has 8 employees, 7 of them in advisory roles.
Staff
- 8 employees
- 7 in advisory functions
- 7 state-registered reps
- 1 broker-dealer rep
- 4 insurance agents
- Owns 75% or more of Noblebridge Wealth Management, LLC
Corey Franco
Control person · since March 2008
NobleBridge Wealth Management’s regulatory assets grew 1.7× from $126M (June 2022) to $215M (March 2026); clients rose from 337 to 376 and employees fell from 9 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $215M | 376 | 8 | 6 |
| Mar 2025March 2025 | $153M | 329 | 7 | 6 |
| Mar 2024March 2024 | $160M | 381 | 8 | 6 |
| May 2023May 2023 | $131M | 365 | 11 | 8 |
| Jun 2022June 2022 | $126M | 337 | 9 | 7 |
Besides its headquarters, NobleBridge Wealth Management has 5 offices (2 private residences, listed without an address), with 4 listed addresses across 3 states.
New Jersey · 1 listed address
- 28 Valley Road, Montclair
North Carolina · 1 listed address
- 615 S College St, Charlotte
Virginia · 1 listed address
- 13800 Coppermine Road, Herndon
Choose a state to see its listed addresses.
Other business names
NobleBridge Wealth Management has reported 3 other business names to the SEC.
- Legacy Wealth Solutions
- Noblebridge Wealth & Asset Management Services
- Northern Virginia Wealth Management
Contact and registration details
- Legal name
- Noblebridge Wealth Management, LLC
- Headquarters
- Not reported
- Website
- noblebridgewealth.com
- Phone
- 18667980354
- SEC file
- 801-126246
- Structure
- New Jersey LLC
- Fiscal year end
- December
NobleBridge Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($196M). NobleBridge Wealth Management has custody of $36.9M for 30 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $196M100%
At year end, NobleBridge Wealth Management’s separately managed accounts were largely in stocks (39%) and funds (20%).
What the accounts hold
- Stocks39%
- Funds20%
- Registered funds18%
- Pooled vehicles2%
- Bonds16%
- U.S. government and agency bonds9%
- State and local bonds6%
- Investment grade corporate bonds1%
- Cash20%
- Other5%
- Annuities5%
How many clients does NobleBridge Wealth Management have?
NobleBridge Wealth Management has 376 clients and manages $215 million for them, as of March 2026. They include 315 individual clients, 57 high-net-worth individuals, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does NobleBridge Wealth Management offer?
NobleBridge Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does NobleBridge Wealth Management charge?
NobleBridge Wealth Management charges up to 2.00% a year for its Investment advisory services - managed account services. The fee is billed in advance, is negotiable and has a $75 annual minimum.
Source: 2A BROCHURE, filed 30 March 2026
Which custodians does NobleBridge Wealth Management use?
NobleBridge Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $196M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does NobleBridge Wealth Management have?
NobleBridge Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 4 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 NobleBridge Wealth Management invest in?
At the end of its last fiscal year, NobleBridge Wealth Management’s separately managed accounts held 39% exchange-traded equities, 20% cash and equivalents, 18% registered funds (mutual funds, ETFs, BDCs), 9% U.S. government and agency bonds, 6% state and local bonds, 5% other, 2% pooled vehicles (private funds and similar) and 1% investment grade corporate bonds. The 5% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns NobleBridge Wealth Management?
NobleBridge Wealth Management’s direct owner is Corey Franco (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does NobleBridge Wealth Management get paid?
NobleBridge Wealth Management 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 NobleBridge Wealth Management?
Its phone number is 18667980354. Its website is noblebridgewealth.com.
