Daniel Aaron Newman
Investment adviser representative at Noble Wealth Management P.B.C.
13 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$444.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Noble Wealth Management P.B.C.Oct 2022 to now
- Business Transition GroupMay 2020 to now
- Chris RyhmeMay 2021 to Sep 2022
- Northwestern Mutual Investment Services, LLCFeb 2013 to Sep 2022
- Robert RhymeFeb 2013 to Apr 2021
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Noble Wealth Management P.B.C.
$444.1MAssets managed
201Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5234508
- Firm CRD
- 322607