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 registered investment adviser organized as an LLC and noted as SEC-registered in 2025. The firm serves both individual and family clients as well as institutional accounts, and it bills clients via a mix of percentage-of-AUM 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 identifies itself as a capital allocator that delegates to external managers rather than relying solely on in‑house strategies. The firm does not position itself as an active ESG investor.
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 3REBECCA BAKER
Chief Operating Officer & PartnerCRD 6337829
MATTHEW MURPHY
Chief Executive Officer, PartnerCRD 5503314
Adam Rogers
Chief Investment Officer & PartnerCRD 7615821
Contacts
2 of 2Dustin 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 70Active vs passive
$293M in ETFs
88%
$258M
7%
$35.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $58.1M | 89,012 | 19.84% |
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
- 4137 Carmichael Rd
- Time zone
- CT (UTC-6)
- Office locations
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