NobleVest Private Wealth
NobleVest Private Wealth is an independent, SEC-registered wealth advisory firm in Springfield, Missouri serving high net worth families, small business owners, healthcare professionals, and plan sponsors across Southwest Missouri through financial planning, portfolio management, 401k services, and alternative investments.
- Company typePrivate
- Founded2021
- HeadquartersSpringfield, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What NobleVest Private Wealth does
NobleVest Private Wealth is an independent, SEC-registered investment advisory firm founded in October 2021 in Springfield, Missouri, that serves multi-generational high net worth families, small business owners, healthcare professionals, institutional/association clients, and 401k plan sponsors across Southwest Missouri and the broader Ozarks region. The firm operates as a partner firm of Sanctuary Wealth — a DBA of Sanctuary Securities, Inc. (FINRA/SIPC member) and Sanctuary Advisors, LLC (SEC Registered Investment Adviser) — and was launched by four founding partners (Geoff Stufflebam, Kraig Bode, Shweta Agarwal, Ken Roberts) who brought approximately $400 million in AUM from Morgan Stanley and Ameriprise. As of the most recent data the team comprises eight members, including four founding partner-advisors plus financial advisors, a client relationship specialist, and a front desk receptionist.
The firm delivers a coordinated six-product advisory suite: comprehensive financial planning (positioned as the foundation of the practice), active discretionary portfolio management, alternative investments, 401k and corporate retirement plan services, securities-based lending, and insurance planning. Underlying technology consists of Sanctuary Wealth's advanced platform, which provides proprietary and non-proprietary investment vehicles, financial planning tools, integrated reporting, and custodial integrations (Charles Schwab, eMoney). Services are delivered through high-touch, relationship-driven direct advisory engagements with no digital or indirect distribution channels.
The revenue model is fee-based, blending recurring AUM-linked advisory fees on discretionary portfolios with project-based financial planning fees and ongoing consulting fees on retirement plans and institutional mandates. Sales motion is sales-led and referral-driven, with personal referrals, content marketing (News & Insights blog, Market Minute and Annual Market Outlook video series), and community involvement (multiple Ozarks-region nonprofits) serving as primary acquisition channels. The firm has received regional recognition including the Springfield Business Journal's Trusted Adviser Award: Top Wealth Manager in 2016 (awarded to a founding partner in a predecessor role).
NobleVest Private Wealth firmographics
Firmographics- Name
- NobleVest Private Wealth
- Legal name
- NobleVest Private Wealth
- Website
- https://noblevestprivatewealth.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- NobleVest Private Wealth is an independent, SEC-registered wealth advisory firm in Springfield, Missouri serving high net worth families, small business owners, healthcare professionals, and plan sponsors across Southwest Missouri through financial planning, portfolio management, 401k services, and alternative investments.
- Ownership category
- akta.pro rank
NobleVest Private Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Trust, Fiduciary, and Custody Activities (523991)
- akta.pro primary industry
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)
- akta.pro secondary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where NobleVest Private Wealth is headquartered
LocationHeadquarters
- HQ city
- Springfield
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
NobleVest Private Wealth business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Financial Planning Services: Fee-based financial planning services providing comprehensive financial plans as the foundation for all advisory activities.
- Discretionary Portfolio Management: Active discretionary portfolio management services generating ongoing advisory fees based on assets under management.
- 401k and Retirement Plan Services: Corporate retirement plan consulting including plan design, management, and participant education services for plan sponsors.
- Securities-based Lending: Securities-based lending solutions as part of the comprehensive wealth management offering.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
NobleVest Private Wealth product offering
Product offeringCore offering
NobleVest Private Wealth is an independent wealth management firm providing comprehensive financial planning, active discretionary portfolio management, alternative investments, 401k and corporate retirement plan services, securities-based lending, and insurance planning to high net worth individuals, multigenerational families, small business owners, and institutions. The firm operates through a process-driven, values-based advisory approach, leveraging the Sanctuary Wealth independent advisor platform for technology, operations, and investment vehicle access.
Product overview
NobleVest Private Wealth is an independent wealth management firm offering a unified suite of planning-based services to individuals, multigenerational families, small business owners, and institutions. The firm delivers its services through six core offerings: Financial Planning (foundational comprehensive plans), Active Discretionary Portfolio Management, Alternative Investments, 401k and Corporate Retirement Plan Services, Securities-based Lending, and Insurance Planning. Services are coordinated through a process-driven approach, with specialization in retirement programs for healthcare professionals, associations, and plan sponsors. The firm operates on Sanctuary Wealth's advanced platform for independent advisors, providing access to proprietary and non-proprietary investment vehicles.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive, values-driven, goals-based financial planning covering entire family needs including retirement, estate, and legacy planning. Serves as the foundational service supporting all subsequent investment recommendations.
- Active Discretionary Portfolio Management Tactically managed portfolios utilizing macro professional insights to produce consistent results, with open architecture access to best wealth managers. Generates ongoing advisory fees based on assets under management.
- Alternative Investments Private investment options accessed through the firm's open architecture, offering above-market returns with reduced volatility through intentional liquidity constraints.
- 401k and Corporate Retirement Plan Services Comprehensive retirement plan services including plan design, fiduciary support, participant education, and investment guidance for plan sponsors and their employees. Includes specialized retirement programs for healthcare professionals.
- Securities-based Lending Lending solutions backed by securities holdings that meet liquidity needs without requiring clients to liquidate their investment positions.
- Insurance Planning Risk management solutions including key man insurance, disability insurance, and other coverage designed to protect families and businesses from unforeseen events.
Companies that use NobleVest Private Wealth
Customer profileSegments5 records
Ideal customer profiles4 records
NobleVest Private Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
NobleVest Private Wealth partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Sanctuary WealthcoreNobleVest Private Wealth is a partner firm of Sanctuary Wealth, an advanced platform for elite independent advisors. Sanctuary provides all-encompassing operational and technological support in an ecosystem of partnered independence. Through Sanctuary, NobleVest accesses proprietary and non-proprietary investment vehicles and unbiased options, including unique opportunities available only through the Sanctuary Wealth network of partner firms.
Scale indicators3 records
Recent moves7 records
Expansion highlights6 records
NobleVest Private Wealth competitors and assessment
Company assessmentBroad incumbents
- Focus Financial Partners: RIA aggregator partnering with dozens of independent wealth management firms — analogous partnership-of-firms model with shared services, but operates at much greater scale across multiple partner firms rather than a single local practice.
- Edelman Financial Engines: Large national RIA serving HNW individuals with financial planning and investment management — comparable fiduciary, planning-led positioning but with significantly broader geographic footprint and larger AUM base than NobleVest.
- Mariner Wealth Advisors: Large national independent RIA serving HNW families, institutions, and plan sponsors — significantly larger scale but directly comparable in service mix (planning-led, multigenerational, fiduciary-first) and target clientele.
- Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive wealth management, retirement plan, and estate planning services to HNW individuals and families — comparable service breadth but vastly greater scale and geographic reach than NobleVest.
- Mercer Advisors: National RIA providing comprehensive wealth management, estate planning, and 401k services to HNW clients — overlapping service mix with NobleVest but operating at much larger scale with national geographic coverage.
Direct peers
- Buckingham Strategic Wealth: Independent RIA with fiduciary-led, evidence-based investment approach serving HNW families — comparable in size and target market, with similar emphasis on planning-led comprehensive wealth management rather than transactional brokerage.
- Carson Group: Co-op RIA platform partnering with independent advisor teams serving HNW clients and small businesses — analogous partner-firm structure, similar 401k and retirement plan services emphasis, and comparable use of a shared operational and technology backbone.
- Hightower Advisors: Partnership-based RIA platform aggregating elite breakaway advisor teams — closely comparable to NobleVest's Sanctuary Wealth affiliation model, with similar fee structures, technology stack access, and advisor autonomy value proposition.
- Moneta Group: Independent RIA serving HNW families and business owners across multiple offices, with a similar breakaway-team heritage and multigenerational planning focus — directly comparable in model, client mix, and growth trajectory to NobleVest.
Others
- Sanctuary Wealth: NobleVest's parent platform — Sanctuary provides operational, technological, and investment vehicle support to a national network of elite independent advisor partner firms, making it both enabler and counterparty to NobleVest's business model.
Market position
Weaknesses4 records
Competitive moat6 records
Key risks5 records
Key highlights6 records
Customer concentration
NobleVest Private Wealth social profiles
Digital presenceNobleVest Private Wealth compliance and trust
Trust signalCompliance3 records
NobleVest Private Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
NobleVest Private Wealth leadership team
Management profileNumber of profiles
Profiles8 records
NobleVest Private Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
NobleVest Private Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about NobleVest Private Wealth
What does NobleVest Private Wealth do?
NobleVest Private Wealth is an independent wealth management firm providing comprehensive financial planning, active discretionary portfolio management, alternative investments, 401k and corporate retirement plan services, securities-based lending, and insurance planning to high net worth individuals, multigenerational families, small business owners, and institutions. The firm operates through a process-driven, values-based advisory approach, leveraging the Sanctuary Wealth independent advisor platform for technology, operations, and investment vehicle access.
Is NobleVest Private Wealth a public or private company?
NobleVest Private Wealth is a private company. It is classified as corporate owned and is currently operating.
When was NobleVest Private Wealth founded?
NobleVest Private Wealth was founded in 2021. It employs 1 to 10 people.
Where is NobleVest Private Wealth based?
NobleVest Private Wealth is headquartered in Springfield, United States, in the North America region.
How does NobleVest Private Wealth make money?
Four revenue lines are on record. Financial Planning Services are the primary driver. The others are discretionary Portfolio Management, 401k and Retirement Plan Services and securities-based Lending.
Who are NobleVest Private Wealth's main competitors?
Broad incumbents on record are Focus Financial Partners, Edelman Financial Engines, Mariner Wealth Advisors, Creative Planning and Mercer Advisors. Direct peers are Buckingham Strategic Wealth, Carson Group, Hightower Advisors and Moneta Group. Sanctuary Wealth is listed as an others.
Does NobleVest Private Wealth have an API?
No public API is recorded for NobleVest Private Wealth.
What industry is NobleVest Private Wealth in?
NobleVest Private Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAE, Private Wealth Planning (Tax, Estate & Succession), with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523991.