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MARBLE WEALTH, LLC
CRD 335291 · SEC 801-132676
4137 CARMICHAEL ROAD, SUITE 210, MONTGOMERY, AL, 36106, United States
Phone
(334) 679-4800
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.05B
Discretionary AUM
$913.2M
Team
6 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 159 | $51.1M |
| High net worth individuals | 127 | $595.0M |
| Pension/profit sharing plans | 12 | $132.0M |
| Charitable organizations | 8 | $23.1M |
| Corporations/business entities | 8 | $244.1M |
States served
AL, GA, LA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD