Noble Wealth Management P.b.c.

Noble Wealth Management Public Benefit Corporation is an investment adviser firm established in September 2022, with Christopher Rhyme as the principal owner and Daniel Newman as the Chief Compliance Officer. The firm offers asset management services, including discretionary and non-discretionary asset management, financial planning, and consulting services. Clients can choose between hourly or fixed fees for financial planning services. The firm requires a minimum account size of $500,000, which may be lowered or waived in certain instances. Noble Wealth Management charges an annual investment advisory fee based on a tiered fee schedule ranging from 0.50% to 1.00% for asset management services. The firm does not sponsor wrap fee programs and has Client assets under management of $328,595,142 for discretionary amounts and $10,096,958 for non-discretionary amounts as of December 31, 2024. Clients have the option to grant NWM discretionary authority for trading, and the firm may engage sub-advisors to manage client accounts. NWM follows a macro-environmental approach to tactical asset allocation and uses fundamental, technical, and quantitative analysis for security analysis. The firm discloses potential risks associated with investments, such as market risk, interest-rate risk, and liquidity risk, and has not been involved in any disciplinary actions. NWM has a Code of Ethics in place to ensure the best interests of clients are prioritized. The firm does not have any financial conditions impairing its ability to meet client commitments and has not filed for bankruptcy in the past ten years.