Overview
A. Firm Information
Nabers Wealth LLC (“Nabers Wealth” or the “Adviser”) is a registered investment adviser located in the State of
Arizona, which is organized as a Limited Liability Company under the laws of the State of Wyoming. Nabers Wealth
was founded in June 2020 and is owned and operated by Jeff Nabers (President). This Disclosure Brochure
provides information regarding the qualifications, business practices, and the advisory services provided by Nabers
Wealth.
B. Advisory Services Offered
Nabers Wealth offers investment advisory services to individuals, high net worth individuals, and businesses (each
referred to as a “Client”).
Nabers Wealth provides investment advisory solutions for its Clients. This is achieved through continuous personal
Client contact and interaction while providing discretionary or non-discretionary investment management and
related advisory services. Nabers Wealth works closely with each Client to identify their investment goals and
objectives as well as risk tolerance and financial situation in order to create a portfolio strategy.
Nabers Wealth will construct a portfolio, consisting of publicly traded securities and alternative assets such as
private investments, digital assets, and real estate to achieve the Client’s investment goals. The Adviser may retain
certain types of investments based on a Client’s legacy portfolio construction.
Nabers Wealth’s investment strategy is primarily long-term focused, but the Adviser may buy, sell or re-allocate
positions that have been held less than one year to meet the objectives of the Client or due to market conditions.
Nabers Wealth will construct, implement and monitor the portfolio to ensure it meets the goals, objectives,
circumstances, and risk tolerance agreed to by the Client. Each Client will have the opportunity to place reasonable
restrictions on the types of investments to be held in their respective portfolio, subject to acceptance by the Adviser.
Nabers Wealth evaluates and selects investments for inclusion in Client portfolios only after applying its internal
due diligence process. Nabers Wealth may recommend, on occasion, redistributing investment allocations to
diversify the portfolio. Nabers
Wealth may recommend specific positions to increase sector or asset class
weightings. The Adviser may recommend employing cash positions as a possible hedge against market movement.
Nabers Wealth may recommend selling positions for reasons that include, but are not limited to, harvesting capital
gains or losses, business or sector risk exposure to a specific security or class of securities, overweighting of the
positions in the portfolio, change in risk tolerance of Client, generating cash to meet Client needs, or any risk
deemed unacceptable for the Client’s risk tolerance.
At no time will Nabers Wealth accept or maintain custody of a Client’s funds or securities, except for authorized
deduction of the Adviser’s fees. All Client assets will be managed within their designated brokerage account or
custodial account, pursuant to the Client investment advisory agreement. Please see Item 12.
C. Client Account Management
Prior to engaging Nabers Wealth to provide investment advisory services, each Client is required to enter into an
investment advisory agreement with the Adviser that defines the terms, conditions, authority and responsibilities of
the Adviser and the Client. These services may include:
● Establishing an Investment Strategy – Nabers Wealth, in connection with the Client, may develop a
statement that summarizes the Client’s investment goals and objectives along with the broad strategy to
be employed to meet the objectives.
● Asset Allocation – Nabers Wealth will develop a strategic asset allocation that is targeted to meet the
investment objectives, time horizon, financial situation and tolerance of risk for each Client
● Portfolio Construction – Nabers Wealth will develop a portfolio for the Client that is intended to meet the
stated goals and objectives of the Client.
● Investment Management and Supervision – Nabers Wealth will provide investment management and
ongoing oversight of the Client’s investment portfolio.
D. Wrap Fee Programs
Nabers Wealth does not employ a wrap fee program.
E. Assets Under Management
Nabers Wealth, as of December 31, 2022, has $7,545,682 in assets under management. Clients may request more
current information at any time by contacting the Adviser.