Noble Wealth Management, Inc.
● SEC registered since 2016CRD 169963SEC# 801-108555Newport Beach, CA
Reg. AUM
$223.4M
Employees
6
Accounts
648
Location
Newport Beach, CA
Noble Wealth Management, Inc. assets under management
Noble Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 2016. It reports $223.4 million in regulatory assets under management and employs 6 people.
Noble Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Jerome Schryer Control | President/Ceo/Cco | Over 75% | 2013 |
Frequently asked questions
How much does Noble Wealth Management, Inc. manage?
Noble Wealth Management, Inc. reports $223.4 million in regulatory assets under management on its Form ADV.
How many employees does Noble Wealth Management, Inc. have?
Noble Wealth Management, Inc. reports 6 employees.
Where is Noble Wealth Management, Inc. located?
Noble Wealth Management, Inc. is based in Newport Beach, CA and has been SEC-registered since 2016.
Does Noble Wealth Management, Inc. disclose fund performance?
Noble Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4299 MacArthur Blvd., Suite 100, Newport Beach, CA 92660 |
| Phone | 888-272-2008 |
| Fax | 949-837-1947 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$223.4M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$223.4Mregulatory AUM
Discretionary $216.5MNon-discretionary $7M