Marble Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Marble Wealth reports 314 clients. They include 159 individual clients, 127 high-net-worth individuals, and 12 pension and profit-sharing plans. Of its assets, 87.4% ($913M across 1,065 accounts) are managed with discretion; $132M across 12 accounts are not. A wrap fee program the firm both sponsors and manages holds $913M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 51% | 5% |
| High-net-worth individuals | 40% | 57% |
| Pension and profit-sharing plans | 4% | 13% |
| Charitable organizations | 3% | 2% |
| Corporations and other businesses | 3% | 23% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 159 | $51.1M | 4.9% | $321K |
| High-net-worth individuals | 127 | $595M | 56.9% | $4.69M |
| Pension and profit-sharing plans | 12 | $132M | 12.6% | $11M |
| Charitable organizations | 8 | $23.1M | 2.2% | $2.88M |
| Corporations and other businesses | 8 | $244M | 23.3% | $30.5M |
| Total | 314 | $1.05B | 100% | $3.33M |
- Clients
- 159
- Regulatory AUM
- $51.1M
- AUM share
- 4.9%
- Avg. per client
- $321K
- Clients
- 127
- Regulatory AUM
- $595M
- AUM share
- 56.9%
- Avg. per client
- $4.69M
- Clients
- 12
- Regulatory AUM
- $132M
- AUM share
- 12.6%
- Avg. per client
- $11M
- Clients
- 8
- Regulatory AUM
- $23.1M
- AUM share
- 2.2%
- Avg. per client
- $2.88M
- Clients
- 8
- Regulatory AUM
- $244M
- AUM share
- 23.3%
- Avg. per client
- $30.5M
Total
- Clients
- 314
- Regulatory AUM
- $1.05B
- AUM share
- 100%
- Avg. per client
- $3.33M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Marble Wealth is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Advisory Services
- Annual asset-based fee of up to 0.50% of plan assets, or a negotiated fixed fee, depending on plan size and complexity.
Matthew Murphy owns 50% to 75% of Marble Wealth. Matthew Murphy is CEO; the leadership team includes Chief Investment Officer Adam Rogers and Chief Operating Officer Rebecca Baker. It has 6 employees, 5 of them in advisory roles.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 50% to 75% of Marble Wealth, LLC
Matthew Murphy
Control person · since March 2025
- Owns 25% to 50% of Marble Wealth, LLC
Rebecca Baker
Control person · since March 2025
- Owns 10% to 25% of Marble Wealth, LLC
Adam Rogers
Control person · since March 2025
Marble Wealth’s regulatory assets grew Infinity× from $0 (June 2025) to $1.05B (July 2026); employees rose from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $1.05B | 314 | 6 | 1 |
| Jun 2025June 2025 | $0 | 0 | 5 | 1 |
Besides its headquarters, Marble Wealth has 0 offices, with 1 listed address in 1 state.
Alabama · 1 listed address
- 4001 Carmichael Road, Suite 240, MontgomeryHQ
Contact and registration details
- Legal name
- Marble Wealth, LLC
- Headquarters
- 4001 Carmichael Road, Suite 240, Montgomery, AL 36106
- Website
- marblewealth.com
- Phone
- 334-679-4800
- @marble-wealth
- SEC file
- 801-132676
- Structure
- Alabama LLC
- Fiscal year end
- December
Marble Wealth’s named custodian for separately managed accounts is Fidelity ($1.01B). Marble Wealth has custody of $258M for 152 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.01B100%
At year end, Marble Wealth’s separately managed accounts were largely in stocks (47%) and funds (39%). Its reported 13F holdings for the quarter ended 30 June 2026 total $653M across 234 positions; the largest are iShares TR (10.4%), Vanguard Index Fds (6.2%) and Nvidia Corporation (4.0%).
What the accounts hold
- Stocks47%
- Funds39%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash12%
How many clients does Marble Wealth have?
Marble Wealth has 314 clients and manages $1.05 billion for them, as of July 2026. They include 159 individual clients, 127 high-net-worth individuals, and 12 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 July 2026
What services does Marble Wealth offer?
Marble Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Marble Wealth use?
Marble Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.01B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 July 2026
How many financial advisors does Marble Wealth have?
Marble Wealth has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Marble Wealth invest in?
At the end of its last fiscal year, Marble Wealth’s separately managed accounts held 47% exchange-traded equities, 39% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Marble Wealth?
Marble Wealth’s direct owners are Rebecca Baker (25% to 50%), Adam Rogers (10% to 25%) and Matthew Murphy (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 22 July 2026
How does Marble Wealth get paid?
Marble Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Marble Wealth?
Marble Wealth’s main office is at 4001 Carmichael Road, Suite 240, Montgomery, AL 36106. Its phone number is 334-679-4800. Its website is marblewealth.com.