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Jeffrey Nabers

Nabers Wealth LLC

Scottsdale, AZ

CRD 6856248

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Employer firm

Nabers Wealth LLC CRD 309846

$21.0M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Nabers Wealth Llc

14362 N Frank Lloyd Wright Blvd Suite 1000, Scottsdale, AZ 85260 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-25
AZ RA APPROVED 2020-09-24
  • TX RA
    APPROVED_RES
    Since 2025-04-25
  • AZ RA
    APPROVED
    Since 2020-09-24

Branch Locations

14362 N Frank Lloyd Wright Blvd Ste 1000, Scottsdale, AZ 85260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2017 → Present
    Coin Capital Llc
    Scottsdale, AZ
  • 10/2003 → Present
    Nabers Group Llc
    Scottsdale, AZ
  • 11/2009 → Present
    Nabers Services Llc
    Scottsdale, AZ
  • 11/2009 → Present
    Nabers Financial Group Llc
    Scottsdale, AZ
  • 05/2020 → Present
    Nabers Digital Llc
    Scottsdale, AZ
  • 06/2020 → Present
    Nabers Wealth
    Scottsdale, AZ
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-17
  • S65 Uniform Investment Adviser Law Examination
    2020-09-17

View on SEC IAPD

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