Noble Wealth Management P.B.C.
- Regulatory AUM
- $400M
- Discretionary
- $391M
- Clients
- 199
- Avg AUM / client
- $2.0M
- Accounts
- 672
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 78 | $35.9M | 8.96% |
| High net worth individuals | 118 | $359M | 89.6% |
| Charitable organizations | 2 | $5.4M | 1.34% |
| Corporations and other businesses | 1 | $444K | 0.11% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| South Denver Cardiology Associates, P.C. 401 K Profit Sharing Plan South Denver Cardiology | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Endre Rhyme | Chief Executive Officer | Aug 2022 (4y) | 75% or more | |
| Daniel Aaron Newman | Chief Compliance Officer | CFP Chartered Financial Consultant | Sep 2022 (4y) | Less than 5% |
| Nathaniel Demetrious Mc Harg | Registered representative | Oct 2022 (4y) | ||
| Mark James Asaro | Registered representative | CFA | Oct 2022 (4y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| South Denver Cardiology Associates, P.C. 401 K Profit Sharing Plan | South Denver Cardiology | 271 | $50.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 942 KB | 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. $400M (100% of AUM) Feb 2026
- Pacific Life $6.6M (2% of AUM) Oct 2024
- Nationwide Bank $1.1M (0% of AUM) Oct 2024
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: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗