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Partner/ Chief Executive Officer (managing Member) · Marble Wealth, LLC

Matthew B. Murphy

CRD 5503314 · 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 Matthew B. Murphy on its Form ADV as Partner/ Chief Executive Officer (managing Member), a control person.

Firms and roles

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

AtlasMembers

Matthew’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
Locked
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

  • Rebecca H. BakerPartner / Chief Operating Officer, Marble Wealth, LLC
  • Adam M. RogersPartner / Chief Investment Officer (member), Marble Wealth, LLC
  • Emily L. FarriorDirector of Operations / Chief Compliance Officer, Marble Wealth, LLC

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