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Nabers Wealth LLC CRD 309846
$21.0M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
14362 N Frank Lloyd Wright Blvd Suite 1000, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-25 |
| AZ | RA | APPROVED | 2020-09-24 |
Branch Locations
14362 N Frank Lloyd Wright Blvd Ste 1000, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coin Capital Llc | Scottsdale | AZ | 07/2017 | Present |
| Nabers Group Llc | Scottsdale | AZ | 10/2003 | Present |
| Nabers Services Llc | Scottsdale | AZ | 11/2009 | Present |
| Nabers Financial Group Llc | Scottsdale | AZ | 11/2009 | Present |
| Nabers Digital Llc | Scottsdale | AZ | 05/2020 | Present |
| Nabers Wealth | Scottsdale | AZ | 06/2020 | Present |
Entity: Nabers Group LLC Start Date: 10/2003 Hours / Wk: 10 Hours / Mo: 40 Hours / Mo During Trading Hours: 30 Business Description: Retirement plan document preparation and consulting Duties: Oversee Operations Manager, Make executive decisions Address: 14362 N Frank Lloyd Wright Blvd, Ste 1000, Scottsdale, AZ 85260 Title: CEO Entity: Nabers Services LLC Start Date: 11/4/2009 Hours / Wk: 2 Hours / Mo: 8 Hours / Mo During Trading Hours: 0 Business Description: Retirement plan document maintenance Duties: Oversee Operations Manager, Make executive decisions Address: 14363 N Frank Lloyd Wright Blvd, Ste 1000, Scottsdale, AZ 85260 Title: CEO Entity: Nabers Financial Group LLC Start Date: 11/4/2009 Hours / Wk: 2 Hours / Mo: 8 Hours / Mo During Trading Hours: 0 Business Description: Life insurance production, consulting, precious metals brokerage Duties: Oversee Operations Manager, Make executive decisions Address: 14364 N Frank Lloyd Wright Blvd, Ste 1000, Scottsdale, AZ 85260 Title: CEO Entity: Nabers Digital LLC Start Date: 5/5/2020 Hours / Wk: 2 Hours / Mo: 8 Hours / Mo During Trading Hours: 8 Business Description: Software and digital asset consulting and facilitation Duties: Oversee Operations Manager, Make executive decisions Address: 14366 N Frank Lloyd Wright Blvd, Ste 1000, Scottsdale, AZ 85260 Title: CEO Entity: Coin Capital LLC Start date: 7/1/2017 Hours/ Mo: 5 Hours/ Mo During Trading Hours: 5 Business Description: Coin Capital LLC is the general partner of Coin Capital Holdings LP is a crypto hedge fund. Mr. Nabers is the managing partner of Coin Captial LLC Duties: Decide portfolio allocations for pooled investment funds. Address: 14362 N Frank Lloyd Wright Blvd, Ste 1000 Scottsdale AZ 85260 USA Title: Manager of General Partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-17 |
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