Noblebridge Wealth Management, Llc
- Regulatory AUM
- $215M
- Discretionary
- $179M
- Clients
- 376
- Avg AUM / client
- $571K
- Accounts
- 801
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 315 | $73.8M | 34.4% |
| High net worth individuals | 57 | $140M | 65.4% |
| Pension and profit sharing plans | 1 | $339K | 0.16% |
| Charitable organizations | 1 | $45.0K | 0.02% |
| Corporations and other businesses | 2 | $151K | 0.07% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Corey Franco | Managing Member,President, Chief Investment Officer, Chief Compliance Officer | Mar 2008 (18y) | 75% or more | |
| Alvin Lartigue Castro | Registered representative | Sep 2018 (8y) | ||
| Kelly Lawrence | Registered representative | Nov 2018 (8y) | ||
| Stuart Alan Rainer | Registered representative | Dec 2019 (7y) | ||
| Amos Warren | Registered representative | CFP CFA | Oct 2025 (1y) | |
| Martin J Herrmann | Registered representative | Oct 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $196M (91% of AUM) Mar 2026
- Citigroup Global Markets Inc. $10.1M (8% of AUM) Feb 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗