SourcingSourcing

NOBLE FAMILY WEALTH, LLC

C40
CRD 315152·SEC 801-121626·CLEARWATER, FL
AUM
$527.5M
$500M-$1B
Est. Revenue
$5.3M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NOBLE FAMILY WEALTH, LLC
CRD
315152
SEC file #
801-121626
EIN
863717545
DBA names
Noble Family Wealth

Economics

AUM
$527.5M
AUM band
$500M-$1B
AUM trajectory
'22'26
$355.0M → $527.5M▲ +49%
Client mix
Individuals High Net Worth67
Individuals Other57

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'22'26
2 advisors → 5 advisors▲ +150%
Primary office
CLEARWATER FL
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
noblefamilywealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NESBIT, SANDRA, LEE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
NESBIT, SANDRA, LEE
GLAS, BRIAN
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
NOBLEFAMILYWEALTH.COM
Rdap Domain Creation Date
2021-05-05T14:16:22Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001976065
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-05-11
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0001420506-26-000714

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1693
Soi Zip Pct 200k Plus
0.0289
Soi Zip Returns 200k Plus
290
Soi Zip Total AGI
622,429
Fdic Zip Total Deposits
6,067,170,000
Fdic Zip Branch Count
79
Fdic Zip Top Banks
Bank of America, National Association
Regions Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
2475 ENTERPRISE RD.CLEARWATER, FL 33763
Business
2475 ENTERPRISE RD.CLEARWATER, FL 33763
Edgar EIN
863717545
Edgar Recent Filings
13F-HR/A2026-04-23 · 0001420506-26-000714
13F-HR2026-04-09 · 0001420506-26-000656
Fdic Zip Branches Raw
Bank of America, National AssociationClearwater, FL
The Huntington National BankClearwater, FL
Fdic Zip HHI
3200.44
Fdic Zip Top Bank Share Pct
54.17
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-05T14:16:22Z
Rdap Domain Last Changed
2026-05-06T11:13:34Z
Rdap Nameservers
Ns07.domaincontrol.comNs08.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI36,379
Returns2,910
Stub 2
AGI97,634
Returns2,640
Stub 3
AGI105,556
Returns1,710
Soi Zip Total Business Income
15,561
Soi Zip Total Cap Gains
31,409
Soi Zip Total Dividends
13,184
Soi Zip Total Returns
10,040
Top Owner CRD
2605392
Trust Company Affiliate
No

People (6)

6
NESBIT, SANDRA, LEE
IAR · Direct Owner · 87.5%
2605392
GLAS, BRIAN
IAR · Executive Officer · 2.5%
4689488
GREG ALAN WILLSEY
IAR
1789607
Cullen Michael Duquette
IAR
8180078
MATTHEW JASON SZABAD
IAR
5198376
Marney McKee
IAR
6852654