{
  "crd_number": 335291,
  "slug": "marble-wealth-llc-montgomery-al-335291",
  "primary_business_name": "MARBLE WEALTH, LLC",
  "legal_name": "MARBLE WEALTH, LLC",
  "dbas": [],
  "city": "Montgomery",
  "state": "AL",
  "country": "United States",
  "cbsa_code": "33860",
  "metro": {
    "cbsa_code": "33860",
    "common_name": "Montgomery",
    "msa_name": "Montgomery, AL",
    "path": "/advisors/al/montgomery"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-04-30",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-07-22",
  "carried_forward": false,
  "raum_total": 1045227948.0,
  "raum_discretionary": 913221243.0,
  "raum_non_discretionary": 132006705.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 23069941.0,
      "count": 8
    },
    "individuals": {
      "raum": 51069037.0,
      "count": 159
    },
    "pension_profit_sharing": {
      "raum": 132006705.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 595021769.0,
      "count": 127
    },
    "corporations_other_businesses": {
      "raum": 244060496.0,
      "count": 8
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "FL",
    "GA",
    "LA",
    "TN",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/marble-wealth",
    "https://marblewealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335291",
  "city_as_filed": "MONTGOMERY",
  "url": "https://advisorcensus.com/firm/marble-wealth-llc-montgomery-al-335291",
  "display_name": "Marble Wealth, LLC",
  "summary": "Marble Wealth, LLC is an SEC-registered investment advisory firm in Montgomery, AL, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 22, 2026.",
  "citation": "AdvisorCensus. Marble Wealth, LLC (CRD 335291): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Marble Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Marble Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Marble Wealth, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated July 22, 2026 states: Asset-based fee: 0.35% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Marble Wealth, LLC located?",
      "a": "Marble Wealth, LLC's principal office is in Montgomery, AL, according to its Form ADV."
    },
    {
      "q": "Is Marble Wealth, LLC registered with the SEC or a state?",
      "a": "Marble Wealth, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335291."
    },
    {
      "q": "How much does Marble Wealth, LLC manage?",
      "a": "Marble Wealth, LLC reports $1,045,227,948 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (87% discretionary)."
    },
    {
      "q": "How have Marble Wealth, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Marble Wealth, LLC: Regulatory assets under management: $0 in the October 2025 data and $1,045,227,948 in the October 2026 data. Total employees: 5 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Marble Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (159); high net worth individuals (127); pension and profit sharing plans (but not the plan participants or government pension plans) (12)."
    },
    {
      "q": "Which custodians does Marble Wealth, LLC use?",
      "a": "Marble Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Marble Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335291"
    },
    {
      "q": "Does Marble Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 22, 2026 says: \"Marble Wealth generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Marble Wealth, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $894,602,562 to $1,045,227,948 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 5,
      "filing_date": "2025-06-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1045227948.0,
      "total_employees": 6,
      "filing_date": "2026-07-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $894,602,562 to $1,045,227,948 (+17%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $0 to $894,602,562.",
        "Registered or notice-filed in FL, GA, LA, TN, TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 22, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.35% to 1% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.35% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Wealth management fees range from 0.35% to 1.00% annually."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Marble Wealth generally does not impose a minimum relationship size."
        ]
      }
    ],
    "quotes": [
      "Wealth management fees range from 0.35% to 1.00% annually.",
      "Marble Wealth generally does not impose a minimum relationship size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/marble-wealth-llc-montgomery-al-335291.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 159,
      "fewer_than_5": false,
      "raum": 51069037.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 127,
      "fewer_than_5": false,
      "raum": 595021769.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 132006705.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 8,
      "fewer_than_5": false,
      "raum": 23069941.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 244060496.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335291",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}