{"url":"https://nivawealth.com/firms/noblebridge-wealth-management-146612","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/146612","regulatoryAum":214537941,"crd":"146612","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3075851","suffix":null,"lastName":"FRANCO","firstName":"COREY","middleName":null},{"crd":"2399758","suffix":null,"lastName":"Herrmann","firstName":"Martin","middleName":"J"},{"crd":"5925801","suffix":null,"lastName":"LARTIGUE CASTRO","firstName":"ALVIN","middleName":null},{"crd":"4869911","suffix":null,"lastName":"LAWRENCE","firstName":"KELLY","middleName":null},{"crd":"2911001","suffix":null,"lastName":"RAINER","firstName":"STUART","middleName":"ALAN"},{"crd":"3091633","suffix":null,"lastName":"Warren","firstName":"Amos","middleName":null}],"total":6,"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":"2022-06-29","regulatoryAum":126328850,"clients":337,"employees":9,"offices":7},{"filedOn":"2023-05-04","regulatoryAum":130957226,"clients":365,"employees":11,"offices":8},{"filedOn":"2024-03-11","regulatoryAum":160196755,"clients":381,"employees":8,"offices":6},{"filedOn":"2025-03-25","regulatoryAum":152940039,"clients":329,"employees":7,"offices":6},{"filedOn":"2026-03-30","regulatoryAum":214537941,"clients":376,"employees":8,"offices":6}],"secFileNumber":"801-126246","legalName":"Noblebridge Wealth Management, LLC","displayName":"NobleBridge Wealth Management","slug":"noblebridge-wealth-management-146612","website":"https://noblebridgewealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/146612/988964eb4950e81b-r1.webp","tone":"light","width":782,"height":200,"sourceUrl":"https://noblebridgewealth.com/","sourceLabel":"Noblebridge Wealth, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/noblebridge-wealth-management-LLC","xUrl":"https://twitter.com/noblebridgeWM","founded":null,"organization":"New Jersey limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":["Legacy Wealth Solutions","Noblebridge Wealth & Asset Management Services","Northern Virginia Wealth Management"],"registration":{"secApproved":"29 July 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":575277.5134408602,"staff":{"employees":8,"advisory":7,"brokerDealerReps":1,"insuranceAgents":4,"promoters":0},"aum":{"regulatory":214537941,"discretionary":178626473,"discretionaryAccounts":758,"nonDiscretionary":35911468,"nonDiscretionaryAccounts":43,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":315,"regulatoryAum":73778807},{"label":"High-net-worth individuals","clients":57,"regulatoryAum":140224428},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":338895},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":45007},{"label":"Corporations and other businesses","clients":2,"fewerThan5":true,"regulatoryAum":150804}],"feePrograms":[{"role":"main","program":"Investment advisory services - managed account services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033657","versionId":1033657,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-30","documentName":"2A BROCHURE","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":75},{"role":"other","program":"Advanced Planning Services","summary":"A $350 implementation fee, then $200 a month; an annual plan review may add a $500 flat fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033657","versionId":1033657,"submittedOn":"2026-03-30","documentName":"2A BROCHURE"},{"role":"other","program":"Assets Under Advisement Services","summary":"An annual asset-based fee of 0.05% to 0.25%, depending on assets under advisement, billed quarterly in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033657","versionId":1033657,"submittedOn":"2026-03-30","documentName":"2A BROCHURE"},{"role":"other","program":"NoblePlan Services","summary":"A $150 set-up and assessment fee, then a $75 monthly subscription fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033657","versionId":1033657,"submittedOn":"2026-03-30","documentName":"2A BROCHURE"},{"role":"other","program":"On Demand Project-Based Advice","summary":"Billed at $250 an hour in 15-minute increments, or a flat fee agreed in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033657","versionId":1033657,"submittedOn":"2026-03-30","documentName":"2A BROCHURE"},{"role":"other","program":"Retirement plan consulting - plan sponsor","summary":"Consultant fee of up to 0.85% of plan assets a year, negotiated with the plan sponsor and any third-party provider.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033657","versionId":1033657,"submittedOn":"2026-03-30","documentName":"2A BROCHURE"},{"role":"other","program":"Retirement planning and consulting - individual","summary":"Hourly fee of $350, or a minimum annual consulting fee of $6,500, depending on services; negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033657","versionId":1033657,"submittedOn":"2026-03-30","documentName":"2A BROCHURE"},{"role":"other","program":"Tax Planning and Integrated Tax Services","summary":"Billed at $350 an hour in 15-minute increments, or a flat fee not to exceed $7,500 a year.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033657","versionId":1033657,"submittedOn":"2026-03-30","documentName":"2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:43:35.139079+00:00","documents":[{"name":"2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033657","versionId":1033657,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":196160953}],"custodyNote":"NobleBridge Wealth Management has custody of $36.9M for 30 clients.","otherCustodians":[],"leadership":[{"name":"Corey Franco","title":"Managing Member,president, Chief Investment Officer, Chief Compliance Officer","crd":"3075851"}],"ownership":[{"label":"Corey Franco","detail":"Managing member,president, chief investment officer, chief compliance officer in the 75% or more ownership band and a control person, since March 2008."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":5,"privateResidences":2},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"New Jersey","offices":1,"addresses":[{"street":"28 Valley Road","city":"Montclair"}]},{"state":"North Carolina","offices":1,"addresses":[{"street":"615 S College St","city":"Charlotte"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"13800 Coppermine Road","city":"Herndon"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"18667980354","stateRegisteredReps":7,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":39},{"label":"U.S. government/agency bonds","percent":9},{"label":"U.S. state and local bonds","percent":6},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":18},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2},{"label":"Cash and cash equivalents","percent":20},{"label":"Other","percent":5,"detail":"Annuities"}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/146612/PDF/146612.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033657","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does NobleBridge Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does NobleBridge Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does NobleBridge Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does NobleBridge Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does NobleBridge Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does NobleBridge Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns NobleBridge Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does NobleBridge Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact NobleBridge Wealth Management?","answer":"Its phone number is 18667980354. Its website is noblebridgewealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 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."}