Noorvest LLC

Noorvest LLC is a fee-only investment adviser registered with the securities regulators of California, Florida, Maryland, North Carolina, New York, Virginia, with a mailing address in McLean, Virginia (its office is a private residence, so the street address is not published). On its latest Form ADV, filed October 16, 2026, it reports $4.5M in regulatory assets under management, 12 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: California, Florida, Maryland, North Carolina, New York, Virginia
Firm CRD number	325403
Office	McLean, VA (mailing address; office not published)
Phone	(202) 500-3130
Website	noorvest.com
Regulatory assets under management	$4.5M ($4.5M discretionary)
Individual clients	10 non-high-net-worth, 2 high-net-worth
Financial planning clients	1-10
How it charges	Fixed fee, Other
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	October 16, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in McLean

• Bogart Wealth, LLC $3.2B
• West Financial Services, Inc. $2.8B
• Andersen $6.3B
• Brown | Miller Wealth Management, LLC $991M
• Centurion Wealth Management $786M
• Olio Financial Planning $601M

See all 26 fee-only advisers in McLean →

Nearby

• Tysons 2 firms
• Tysons Corner 1 firm
• Vienna 15 firms
• Cabin John 1 firm
• Potomac 1 firm
• Great Falls 2 firms
• Reston 16 firms
• Falls Church 3 firms