Marble Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Montgomery, AL. Its latest Form ADV filing, dated April 6, 2026, reports $1.0B in regulatory assets under management, 6 employees, and 1,077 accounts.
Assets Under Management
$1.0B
Employees
6
Offices
--
Total Clients
314
Primary office
MONTGOMERY, AL
4137 CARMICHAEL ROAD, SUITE 210, MONTGOMERY, AL, United States
Top client segmentIndividuals represent 50.6% of total clients.
Top client categories% of clientsClients
1
Individuals
50.6%
159
2
HNWI
40.4%
127
3
Pension Plans
3.8%
12
4
Charitable
2.5%
8
5
Corporations
2.5%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of April 6, 2026
Discretionary87.4%
$913M
87% of total RAUM87.4%
Non-discretionary12.6%
$132M
13% of total RAUM12.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.0B
Total Accounts1,077
10Y AUM Change+$1.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee52:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.