Noble Family Wealth, LLC
Noble Family Wealth, LLC is a Florida-based, SEC-registered investment adviser headquartered in Clearwater, FL. Founded around 2021, the firm primarily serves high net worth individuals, delivering wealth management, investment advisory, and portfolio management services. Noble Family Wealth reported approximately 7 employees as of 2025, with about 57% being investors. The firm is focused on personalized service and fiduciary care to individual clients.
Investment Strategy
Noble Family Wealth, LLC primarily serves high net worth and other individual investors. The firm’s strategy is anchored in diversified portfolio management, with a preference for ETFs and mutual funds focused on dividend appreciation, value equities, and tax efficiency. Disclosed top holdings include broad-market and dividend-oriented ETFs, indicating a strategic focus on risk-managed, long-term capital growth. The investment approach emphasizes discipline and flexibility, using both index and factor-based investing, often through low-cost vehicles, to optimize after-tax returns and manage risk. The majority of assets are managed on a discretionary basis.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 10.55% | $47.8M | 221,670 | $161.11 | $215.79 | +$3.2M |
V VTV | VANGUARD INDEX FDS | 9.45% | $42.9M | 229,872 | $145.33 | $186.49 | +$4.8M |
V VEA | VANGUARD TAX-MANAGED FDS | 8.45% | $38.3M | 639,448 | $49.18 | $59.92 | +$4.8M |
S SCHD | SCHWAB STRATEGIC TR | 8.24% | $37.4M | 1,369,190 | $25.13 | $27.30 | +$3.2M |
S SCHA | SCHWAB STRATEGIC TR | 6.01% | $27.2M | 976,436 | $21.66 | $27.90 | +$2.9M |