# Noble Wealth Management

Noble Wealth Management is a Bank / Wealth / Trust based in Newport Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** Greenwood Village, CO, United States
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** www.noblewealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/noble-wealth-management-pbc

## About

Schryer launched the firm in 1983 and still operates as its CEO and chief investment officer, a four-decade tenure unusual in the RIA space. He holds CFP, CPA, and MBA designations. The firm was founded with a generalist wealth-management mandate and remains structured as a US Registered Investment Advisor, serving individuals and high-net-worth households. While no underlying wealth-origin event is publicly named, the practice grew organically through retail client acquisition rather than a single-family liquidity event. Noble's deployment model combines two distinct disciplines under one roof. The first is traditional portfolio construction: tax-aware retirement-income planning, asset allocation, and investment selection for clients concentrated around the retirement-transition window. The second is a licensed California real estate brokerage, led by Jeffrey Kaylor and Elizabeth Schryer, which gives the firm capacity to originate, evaluate, and transact on investment properties directly. The firm does not disclose a specific AUM figure or a restricted set of portfolio holdings, but its website and team structure point to an emphasis on tax mitigation, lifestyle protection, and direct real estate as a core allocation rather than a peripheral referral. No venture, growth-equity, or private-fund commitments are surfaced. The firm lists three locations: a Greenwood Village, Colorado headquarters and two Southern California offices in Newport Beach and Aliso Viejo. The team page names four professionals spanning investment management, tax advisory, real estate, and client service, with principals carrying dual certifications. Kaylor, a CPA and CFP, spent nine years in commercial and investment real estate before moving into wealth advisory fourteen years ago, and Elizabeth Schryer joined with a California real estate license after graduating from California State University, Fullerton. No philanthropic foundation, adjacent operating business, or co-investment club is disclosed. What distinguishes Noble from a standard fee-only RIA is the deliberate bundling of investment advisory with a proprietary real estate transaction capability. Most retail advisors refer property questions to third-party agents; Noble employs licensed brokers whose advice and deal flow sit inside the same fiduciary wrapper, effectively internalizing the real estate leg of a client's balance sheet alongside their securities portfolios.

## Sectors

- Real Estate
- Private Credit

## Offices

- Newport Beach, CA
- Aliso Viejo, CA

## People

- Alan Schryer — CEO, CIO
- Jeffrey L. Kaylor — Tax & Wealth Advisor
- Elizabeth Schryer — Real Estate Specialist
- Hailey Flores — Client Services Specialist

## Questions

### Who runs investment decisions at Noble Wealth Management?

Alan Schryer serves as both CEO and chief investment officer, a dual role he has held since founding the firm in 1983. He holds CFP, CPA, and MBA credentials. No separate investment committee or CIO transition is disclosed publicly.

### How does Noble structure its real estate capability?

The firm employs licensed California real estate brokers in-house, including Jeffrey Kaylor and Elizabeth Schryer. This means real estate sourcing, evaluation, and transaction execution sit within the same entity as the portfolio-management function, rather than being referred to an external brokerage.

### What is Noble's known posture on private equity or venture capital commitments?

The firm's disclosed materials emphasize public-market portfolio management, tax strategy, retirement planning, and direct real estate. No venture capital, growth equity, or private fund commitments are surfaced in its service descriptions or team biographies.

## Related profiles

- [Noble Capital](https://altss.com/profile/noble-capital-ventures)
- [Noblis Ventures](https://altss.com/profile/noblis-ventures)

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Last updated: 2026-07-08T22:17:14.441Z

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