Noble Street Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$38,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
2
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$19,000
About
Noble Street Wealth Management provides investment management, financial planning, and financial consultation to individuals, trusts, estates, and charitable organizations. In addition to customary AUM-based portfolio management and hourly or fixed-fee planning, the firm offers a separate self-directed subscription product that gives subscribers access to the firm’s model holdings and trade guidance.
The firm emphasizes long-term, diversified portfolios constructed from strategically selected individual equities and low‑cost ETFs, with a stated preference for dividend‑paying companies and attention to tax efficiency. Portfolios are built using multi‑year forward-looking timelines (5, 10, and 20 years), with enter/exit alerts on positions and at least quarterly reviews to align allocations with client objectives and risk tolerance.
Noble Street’s combination of a monthly subscription service (providing the firm’s “Freedom Portfolios” holdings and buy/sell information), routine written reporting, and its acceptance of charitable/non‑profit clients is uncommon among independent peers. The principal’s active role as director of a 501(c)(3) foundation and community commitments such as high‑school coaching are noted in the firm’s disclosures, and the adviser operates with a very small client base and modest assets under management.
Client services
Financial planning
Portfolio management
Expertise
Equity compensation tax strategy
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Cash flow / budgeting
Fee options
Fixed fee ranging from $150 to $25,000 depending on complexity
$100,000 - $10,000,000: 1.0% annually Above $10,000,001 - Negotiable: Negotiable Any amount for Charitable/Non-Profit Organizations+: 0.50% annually
$150 per hour
$49 per month for ongoing self-directed account investment advice
Account minimum: $100,000 Fee-only: Hourly fee of $150; Fixed fee ranging from $150 - $25,000; Monthly subscription fee of $49
Main office location
Noble Street Wealth Management
1154 Noble St Se
Grand Rapids MI 49507-1030, United States
Number of offices
1
Most active in
Noble Street Wealth Management has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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