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NOBLEBRIDGE WEALTH

· CRD 146612 · IAPD ↗ · 1-866-798-0354

$214.5MRegulatory AUM
7Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — NOBLEBRIDGE WEALTH notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — NOBLEBRIDGE WEALTH reported RAUM up 40% ($152.9M -> $214.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — NOBLEBRIDGE WEALTH now reports custody of client assets ($36.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
April 2024 — NOBLEBRIDGE WEALTH shrank from 10 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.