Noble Family Wealth, LLC has disclosed that it manages a total of $556.1 million in assets as of September 30, 2026. This information comes from a recent filing with the SEC, highlighting the firm's ongoing commitment to transparency and regulatory compliance.
The filing indicates that Noble Family Wealth is actively managing a diverse portfolio, which is crucial in the competitive investment management sector. With a total of 75 holdings reported, the firm continues to strategically navigate the market landscape.
Background
Noble Family Wealth, LLC, incorporated in Florida, is an investment management firm focused on providing wealth management services. The firm operates under the SEC file number 028-23229 and has been active in filing various reports, including the recent 13F-HR on October 26, 2026. This filing is part of their regulatory obligations as an institutional investment manager.
What the Filing Says
The recent filing states, "The total value of the assets under management is $556,126,649." This figure reflects the firm’s investment strategies and the assets they have chosen to manage on behalf of their clients.
Impact
This update may affect various stakeholders, including clients looking for investment management services, as well as competitors in the sector. Firms like Dimensional Fund Advisors and Vanguard, which also manage significant assets, may view this disclosure as part of the competitive landscape.
What's Next
The filing does not say what happens next for Noble Family Wealth, LLC, but it is expected that the firm will continue to monitor its assets and adjust its investment strategies as necessary.