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Marble Wealth, LLC

● SEC registered since 2025CRD 335291SEC# 801-132676Montgomery, AL
Export (members)
Reg. AUM
$894.6M
Employees
5
Accounts
1,080
Location
Montgomery, AL

Marble Wealth, LLC assets under management

Marble Wealth, LLC is a registered investment adviser overseen by the SEC based in Montgomery, AL. The firm has been registered since 2025. It reports $894.6 million in regulatory assets under management and employs 5 people.

Marble Wealth, LLC owners & executives

4 reported
NameTitleOwnershipSince
Adam Miller Rogers ControlPartner / Chief Investment Officer (member)10-25%2025
Emily Lauren Farrior ControlDirector Of Operations / Chief Compliance OfficerUnder 5%2025
Matthew Blake Murphy ControlPartner/ Chief Executive Officer (managing Member)50-75%2025
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Frequently asked questions

How much does Marble Wealth, LLC manage?

Marble Wealth, LLC reports $894.6 million in regulatory assets under management on its Form ADV.

How many employees does Marble Wealth, LLC have?

Marble Wealth, LLC reports 5 employees.

Where is Marble Wealth, LLC located?

Marble Wealth, LLC is based in Montgomery, AL and has been SEC-registered since 2025.

Does Marble Wealth, LLC disclose fund performance?

Marble Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4137 Carmichael Road, Suite 210, Montgomery, AL 36106
Phone(334) 679-4800
Office hours8:30a.m. To 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$869.4M
Non-discretionary$25.2M
Total (RAUM)$894.6M