Noble Family Wealth, Llc
- Regulatory AUM
- $527M
- Discretionary
- $527M
- Clients
- 124
- Avg AUM / client
- $4.3M
- Accounts
- 488
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 57 | $8.6M | 1.63% |
| High net worth individuals | 67 | $519M | 98.4% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Glas | Family Wealth Advisor, Partner, And Chief Compliance Officer | CFA | May 2021 (5y) | Less than 5% |
| Sandra Lee Nesbit | Ceo / Managing Partner | Jun 2021 (5y) | 75% or more | |
| Matthew Jason Szabad | Registered representative | CFP | Aug 2022 (4y) | |
| Greg Alan Willsey | Registered representative | CFP | Oct 2024 (2y) | |
| Cullen Michael Duquette | Registered representative | Dec 2025 (1y) | ||
| Marney Mc Kee | Registered representative | CFP | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 975 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Pershing $527M (100% of AUM) May 2026
- Charles Schwab & Co. $355M (100% of AUM) Sep 2021
- American Funds Distributors, Inc. $968K (0% of AUM) Mar 2024
- American Funds Service Company $817K (0% of AUM) Aug 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗