Wealth Manager
    SEC Registered
    Manages Private Funds

    Marble Wealth, LLC

    Registered investment advisor · Montgomery, Alabama · CRD #335291

    Assets Under Management
    $1B
    Client Accounts
    1,077
    Employees
    6
    CRD Number
    335291
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Marble Wealth, LLC

    Marble Wealth LLC is an independent SEC-registered investment advisory firm focused on wealth preservation and management for individuals and families in Alabama and the South. It offers comprehensive financial services including investment solutions, estate planning, and risk management. The firm emphasizes personalized, fiduciary-driven, and transparent advisory services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Marble Wealth, LLC

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    Frequently Asked Questions

    What is Marble Wealth, LLC's AUM?

    Marble Wealth, LLC reports approximately $1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Marble Wealth, LLC headquartered?

    Marble Wealth, LLC is headquartered in Montgomery, Alabama.

    What is Marble Wealth, LLC's CRD number?

    Marble Wealth, LLC's CRD number is 335291. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Marble Wealth, LLC manage?

    Marble Wealth, LLC manages approximately 1,077 client accounts according to its latest SEC filing.

    Is Marble Wealth, LLC SEC registered?

    Yes, Marble Wealth, LLC is registered with the SEC as an investment adviser with an approved registration status.

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