Wealth manager, wrap-program sponsor · Montgomery, AL
Marble Wealth, LLC
SEC-registered investment adviser · CRD 335291 · SEC 801-132676
At a glance
Marble Wealth, LLC is an SEC-registered investment adviser based in Montgomery, Alabama, with $1.0 billion in regulatory assets under management as of its Form ADV filed July 22, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 286 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 1,492nd of 8,915 wealth managers and 5,251st of 17,210 SEC-registered advisers by assets.
Main office 334-679-4800marblewealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.0B
- Rank among wealth managers
- #1,492 of 8,915
- Rank among all SEC RIAs
- #5,251 of 17,210
- Rank in Alabama
- #21 of 92
- Individual clients
- 286
- High-net-worth clients
- 127
- Accounts
- 1,077
- Discretionary
- 87% of AUM
- Employees
- 6
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Matthew B. MurphyPartner/ Chief Executive Officer (managing Member)
- Rebecca H. BakerPartner / Chief Operating Officer
- Adam M. RogersPartner / Chief Investment Officer (member)
- Emily L. FarriorDirector of Operations / Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Marble Wealth, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed July 2026) names Sanctuary Securities as the broker-dealer its advisers are registered with.
Broker Dealer Affiliation Certain Advisory Persons are also Registered Representatives of Sanctuary Securities, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 127 | $595M | 57% |
| Corporations or other businesses | 8 | $244M | 23% |
| Pension and profit sharing plans | 12 | $132M | 13% |
| Individuals | 159 | $51M | 5% |
| Charitable organizations | 8 | $23M | 2% |
Disciplinary disclosures
Marble Wealth, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗marblewealth.com ↗
AtlasMembers
The full record on Marble Wealth, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 3,426 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Marble Wealth, LLC manage?
Marble Wealth, LLC reports $1.0 billion in regulatory assets under management across 1,077 accounts, 87% of it on a discretionary basis, on its Form ADV filed July 22, 2026.
What kind of firm is Marble Wealth, LLC?
Marble Wealth, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Marble Wealth, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($595 million, 127 clients); corporations or other businesses ($244 million, 8 clients); pension and profit sharing plans ($132 million, 12 clients).
Does Marble Wealth, LLC have any disciplinary history?
Marble Wealth, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Marble Wealth, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →