Noble Wealth Management P.B.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$437,513,028
Clients
198
Advisors
4
across 2 offices
About
Noble Wealth Management P.B.C. provides discretionary and non‑discretionary asset management, financial planning, and consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. The firm delivers ongoing portfolio management and standalone planning or limited‑scope consulting tailored to client goals, and typically charges percentage‑of‑assets advisory fees.
The firm’s investment process is top‑down and macro‑environmental, emphasizing tactical asset allocation with sector rotation and a relative growth/value framework, and it employs fundamental, technical, and quantitative analysis where appropriate. Noble may use third‑party sub‑advisors to manage all or portions of client accounts, and discretionary clients can receive a written financial plan as part of asset management services.
Noble is organized as a public benefit corporation and the principal maintains affiliated businesses that offer business transition consulting and tax preparation; several advisers are also licensed insurance agents. These affiliations and the firm’s use of sub‑advisors and third‑party standing letters of authorization are disclosed and managed through the firm’s conflict‑of‑interest policies and fiduciary procedures.
Client services
Expertise
Occupation focus
Fee options
Flat fees between $4,000 and $7,500 for comprehensive financial planning services
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $2,000,000: 0.95% annually $2,000,000.01 - $5,000,000: 0.80% annually $5,000,000.01 - $10,000,000: 0.70% annually $10,000,000.01 - $25,000,000: 0.60% annually $25,000,000.01+: Negotiable
$300-$400 per hour for limited scope or consultative financial planning services
Account minimum: $500,000 Fee-only: Hourly fees ranging from $300-$400 per hour; Fixed fees between $4,000-$7,500
Main office
See office6400 S Fiddlers Green Circle, Suite 525
Greenwood Village CO 80111
Advisors at this office
3
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Nebraska · New Hampshire · Ohio · Texas · Utah
Also doing business as
Noble Wealth Management P.B.C. · Noble Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nathaniel M
Series 66
Greenwood Village, CO
Noble Wealth Management P.B.C.
Nathaniel Mc Harg is a Series 66-licensed financial advisor with eight years of industry experience, currently serving at Noble Wealth Management P.B.C. He has held roles at multiple firms, including Northwestern Mutual and Chris Rhyme, and has worked as a senior analyst for The Business Transition Group. Mc Harg also has experience with the University of Denver Athletic Department. Noble Wealth Management P.B.C. provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a relative growth/value framework with fundamental, technical, and quantitative analysis.
Mark A
CFA®, Series 63, Series 66
South Jordan, UT
Noble Wealth Management P.B.C.
Mark Asaro is a CFA® charterholder with 15 years of experience in financial advisory roles. He is currently with Noble Wealth Management P.B.C. and also serves as a project manager at Business Transition Group, focusing on business succession consulting. His prior experience includes positions at Northwestern Mutual and other wealth management firms. Noble Wealth Management P.B.C. provides discretionary and non-discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and uses fundamental, technical, and quantitative analysis.
Christopher R
Series 66
Greenwood Village, CO
Noble Wealth Management P.B.C.
Christopher Rhyme is a financial advisor at Noble Wealth Management P.B.C. with 11 years of industry experience. He holds a Series 66 designation and has worked at Northwestern Mutual in various roles from 2015 to 2022. Outside of his advisory role, he is the owner of Business Transition Group LLC, a firm providing business succession consulting. Noble Wealth Management P.B.C. offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach involves a top-down, macro-environmental process with tactical asset allocation, sector rotation, and a growth/value framework, utilizing fundamental, technical, and quantitative analysis as appropriate.
Daniel N
CFP®, ChFC®, Series 66
Greenwood Village, CO
Noble Wealth Management P.B.C.
Daniel Newman is a CFP® and ChFC® professional with 19 years of industry experience. He is currently with Noble Wealth Management P.B.C., where he has worked since 2022, and also serves as a project manager for Business Transition Group, focusing on business exit planning. His prior experience includes roles at Northwestern Mutual Investment Management and T. Rowe Price Advisory Services. Noble Wealth Management P.B.C. provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a top-down investment approach emphasizing tactical asset allocation and uses fundamental, technical, and quantitative analysis in its process.
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