Marble Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$646,090,806
Clients
286
Advisors
5
of 6 employees
About
Marble Wealth provides integrated wealth management services, combining financial planning and discretionary portfolio management for individuals, high‑net‑worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm also offers retirement‑plan advisory (3(21)) services and project‑based financial planning and consulting engagements.
The firm’s investment approach is primarily long‑term, building portfolios largely from ETFs and individual equities while applying fundamental and technical analysis and periodic rebalancing. Marble Wealth may allocate to unaffiliated independent managers, retain legacy positions for tax or portfolio fit, and makes digital‑asset custody available through Fidelity Digital Asset Services for clients who seek cryptocurrency exposure.
Distinctive aspects of the firm include sponsorship of a wrap fee program that bundles trading, custodial and other covered costs into a single asset‑based fee—a feature uncommon among peer team firms—and an institutional relationship with a major custodian that provides research and technology support. Managing approximately $1.05 billion with a small advisory team results in a relatively high average client account size, and the firm discloses broker‑dealer and insurance affiliations and other potential conflicts of interest in its regulatory materials.
Client services
Expertise
Fee options
In certain circumstances, fixed annual fees may be charged (specific amounts not given).
$0+: 1.00% annually Not explicitly tiered but fees range+: 0.35% to 1.00% annually based on negotiation and asset size
Advisory Persons may receive commissions in their separate capacity as registered representatives and insurance professionals; these are not fees charged by the firm.
Minimum fee: In certain circumstances, may charge a fixed annual fee (amount not specified) Fee-only: Wealth management and retirement plan advisory services fees only, no commissions charged by the firm for advisory services.
Main office
4001 Carmichael Road, Suite 240
Montgomery AL 36106
Advisors at this office
5
Most active in
Alabama · Florida · Georgia · Louisiana · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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