SourcingSourcing

NOBLE WEALTH MANAGEMENT, INC.

A66
CRD 169963·SEC 801-108555·NEWPORT BEACH, CA
AUM
$223.4M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$670K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NOBLE WEALTH MANAGEMENT, INC.
CRD
169963
SEC file #
801-108555
EIN
—
DBA names
—

Economics

AUM
$223.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$213.0M → $223.4M▲ +5%
Client mix
Individuals Other197
Individuals High Net Worth35
Corporations1

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
6 advisors → 2 advisors▼ -67%
Primary office
NEWPORT BEACH CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
noblewealthmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCHRYER, ALAN, JEROME
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SCHRYER, ALAN, JEROME
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NOBLEWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2007-01-10T21:47:37Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-10T21:47:37Z
Rdap Domain Last Changed
2025-01-11T10:55:15Z
Rdap Nameservers
Ns01.domaincontrol.comNs02.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1847282
Trust Company Affiliate
No

People (3)

3
SCHRYER, ALAN, JEROME
IAR · Direct Owner · 87.5%
1847282
Jeffrey Lynn Kaylor
IAR
7902888
DANIEL DUBOIS
IAR
4445529