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NOBLE FAMILY WEALTH

CLEARWATER, FL · CRD 315152 · IAPD ↗ · noblefamilywealth.com · 727-674-1462

$527.5MRegulatory AUM
5Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — NOBLE FAMILY WEALTH notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2026 — NOBLE FAMILY WEALTH notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — NOBLE FAMILY WEALTH crossed $500M in regulatory AUM ($400.6M -> $527.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
January 2026 — NOBLE FAMILY WEALTH notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — NOBLE FAMILY WEALTH notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — NOBLE FAMILY WEALTH reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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