Marble Wealth, LLC
Firm details
- Headquarters
- Montgomery, Alabama
- CRD number
- 335291
- Registered since
- April 30, 2025
- Website
- marblewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.93%
- Corporations / Businesses23.35%
- Pension & Profit Sharing Plans12.63%
- Individuals4.89%
- Charitable Organizations2.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Marble Wealth, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2025 and operates as a capital allocator. The firm serves both individual and family clients as well as institutional accounts, charging a mix of AUM-based fees and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services, and the selection of other advisers. Marble Wealth is not an active ESG investor and does not present itself as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents12%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 3
Rebecca Baker
Chief Operating Officer & PartnerCRD 6337829
Matthew Murphy
Chief Executive Officer, PartnerCRD 5503314
Adam Rogers
Chief Investment Officer & PartnerCRD 7615821
Contacts
2 of 2
Dustin Hatfield
Senior Wealth AdvisorCRD 7062329
Emily Farrior
Director of OperationsCRD 5600784
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 91Active vs passive
$375M in ETFs
88%
$331M
7%
$44.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $68.2M | 91,033 | 18.17% |
Location
Montgomery, AL
Montgomery
Location
Montgomery, AL
Headquartered in Montgomery, AL, anchoring the Montgomery-Selma-Alexander City, AL metro in the South.
- Metro area
- Montgomery-Selma-Alexander City, AL
- Region
- South
- County
- Montgomery
- Address
- 4001 Carmichael Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Jackson Thornton Wealth Management, LLC
RIAMontgomery, AL
Invista Advisors
RIAMontgomery, AL
Tucker Financial Group
RIAMontgomery, AL
Welon Partners
RIAMontgomery, AL
RWC Wealth Management, Inc.
RIAMontgomery, AL
Southern Financial Group, LLC
RIABirmingham, AL