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NOBLEBRIDGE WEALTH
NOBLEBRIDGE WEALTH MANAGEMENT, LLC
CRD 146612 · SEC 801-126246
CA, United States
Phone
1-866-798-0354
Fax
973-265-7677
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$214.5M
Discretionary AUM
$178.6M
Team
8 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 315 | $73.8M |
| High net worth individuals | 57 | $140.2M |
| Pension/profit sharing plans | 1 | $339K |
| Charitable organizations | 1 | $45K |
| Corporations/business entities | 2 | $151K |
States served
CA, DC, GA, LA, MD, NJ, NY, NC, PA, PR, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD