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Partner / Chief Investment Officer (member) · Marble Wealth, LLC

Adam M. Rogers

CRD 7615821 · Named on Form ADV at one SEC-registered adviser

At a glance

Marble Wealth, LLC, an SEC-registered wealth manager based in Montgomery, AL with $1.0 billion in regulatory assets, lists Adam M. Rogers on its Form ADV as Partner / Chief Investment Officer (member), a control person.

Firms and roles

  • Marble Wealth, LLCPartner / Chief Investment Officer (member)Wealth manager · Montgomery, AL · $1.0B in regulatory assets

AtlasMembers

Adam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.