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Noble Wealth Management P.B.C.

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Client assets under management

$394,659,120

Clients

196

60% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

49

Typical

Average account size

$2,013,567

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 generally works with clients who meet its account minimum and delivers ongoing portfolio management along with written financial plans and periodic updates.

The firm’s investment approach is a macro‑environmental, top‑down tactical asset allocation framework that emphasizes sector rotation and a relative growth/value orientation, supported by fundamental, technical, and quantitative security analysis. Noble Wealth may engage sub‑advisors to implement specific strategies, treats cash as an explicit asset class in portfolio construction, and may utilize instruments such as options, derivatives, structured notes, and cryptocurrency exposure where appropriate.

Noble is structured as a public benefit corporation and maintains affiliated businesses that offer business transition consulting and tax‑preparation services, as well as insurance activities through licensed representatives—relationships the firm discloses as potential conflicts of interest. Managing several hundred million in client assets with a four‑advisor team, the firm provides comprehensive financial plans at no additional cost to clients who engage its discretionary asset‑management services and discloses the use and separate billing of any sub‑advisor fees.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Retirement income strategy Charitable giving & philanthropy Business exit / sale strategy Tax strategies for small businesses

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for comprehensive financial planning between $4,000 and $7,500

Percentage

$500,000.00 - $1,000,000: 1.00% annually $1,000,000.01 - $1,400,000: 0.95% annually $1,400,000.01 - $1,800,000: 0.90% annually $1,800,000.01 - $2,200,000: 0.85% annually $2,200,000.01 - $2,600,000: 0.80% annually $2,600,000.01 - $3,000,000: 0.75% annually $3,000,000.01 - $3,400,000: 0.72% annually $3,400,000.01 - $3,800,000: 0.69% annually $3,800,000.01 - $4,200,000: 0.66% annually $4,200,000.01 - $4,600,000: 0.63% annually $4,600,000.01 - $5,000,000: 0.60% annually $5,000,000.01+: 0.50% annually

Commissions

Investment Advisor Representatives receive commissions from sales of insurance products; approximately less than 10% of time spent on insurance activities

Project-based

$300-$400 per hour for limited scope or consultative financial planning

Other

Account minimum: $500,000 Fee-only: Hourly fees: $300-$400 per hour; Fixed fees for financial planning: $4,000-$7,500

Main office location

Noble Wealth Management P.B.C.

6400 S Fiddlers Green Circle, Suite 525

Greenwood Village CO 80111, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Florida · Nebraska · New Hampshire · Ohio · Texas · Utah

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Nathaniel M

Series 66

Greenwood Village, CO

Noble Wealth Management P.B.C.

Nathaniel Mc Harg is a financial advisor at Noble Wealth Management P.B.C. with eight years of industry experience. He holds a Series 66 designation and has previously worked with firms including Northwestern Mutual Wealth Management Company and Zachary Bloemen. Outside of his advisory role, he serves as a senior analyst for The Business Transition Group. 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 business entities. The firm employs a macro, top-down approach to asset allocation and integrates fundamental, technical, and quantitative analysis in its investment process, distinguishing itself as a public benefit corporation with a focus on business succession and exit planning.

Retirement income strategy Charitable giving & philanthropy Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Mark A

CFA®, Series 63, Series 66

South Jordan, UT

Noble Wealth Management P.B.C.

Mark Asaro is a CFA® charterholder with 14 years of industry experience. He is currently with Noble Wealth Management P.B.C. and also serves as a project manager at Business Transition Group, which focuses on business succession consulting. His prior experience includes roles at Northwestern Mutual Wealth Management Company and other advisory firms. Noble Wealth Management P.B.C. offers asset management, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a macro, top-down approach to tactical asset allocation and integrates fundamental, technical, and quantitative analysis in its investment process, distinguishing itself as a public benefit corporation with a dedicated business succession and exit planning consulting entity.

Retirement income strategy Charitable giving & philanthropy Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Christopher R

Series 66

Greenwood Village, CO

Noble Wealth Management P.B.C.

Christopher Rhyme is a financial advisor with Noble Wealth Management P.B.C. in Greenwood Village, CO, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. He is also the owner of Business Transition Group LLC, a consulting firm focused on business succession planning. 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 business entities. The firm employs a macro, top-down investment approach and is notable for its public benefit corporation status and affiliated consulting entity specializing in business succession and exit planning.

Retirement income strategy Charitable giving & philanthropy Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Daniel N

CFP®, ChFC®, Series 66

Greenwood Village, CO

Noble Wealth Management P.B.C.

Daniel Newman is a CFP® and ChFC® with 18 years of industry experience. He is currently with Noble Wealth Management P.B.C., where he has worked since 2022, and he also serves as a project manager at Business Transition Group, focusing on business exit planning. His prior roles include positions at Northwestern Mutual Investment Management and Chris Ryhme. 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 uses a macro, top-down investment approach and offers specialized business succession and exit planning services through its affiliated consulting entity.

Retirement income strategy Charitable giving & philanthropy Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Executive
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