# Marble Wealth, LLC

> 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.

- CRD: 335291
- Filed as: MARBLE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Montgomery, AL
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335291
- AdvisorCensus page: https://advisorcensus.com/firm/marble-wealth-llc-montgomery-al-335291

## Quick answers

**How is Marble Wealth, LLC compensated?**
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).

**How much does Marble Wealth, LLC charge?**
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.

**Where is Marble Wealth, LLC located?**
Marble Wealth, LLC's principal office is in Montgomery, AL, according to its Form ADV.

**Is Marble Wealth, LLC registered with the SEC or a state?**
Marble Wealth, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335291.

**How much does Marble Wealth, LLC manage?**
Marble Wealth, LLC reports $1,045,227,948 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (87% discretionary).

**How have Marble Wealth, LLC's assets and staff changed since 2025?**
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.

**What types of clients does Marble Wealth, LLC serve?**
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).

**Which custodians does Marble Wealth, LLC use?**
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.

**Does Marble Wealth, LLC report any disciplinary disclosures?**
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

**Does Marble Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 22, 2026 says: "Marble Wealth generally does not impose a minimum relationship size."

**What changed in Marble Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $894,602,562 to $1,045,227,948 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 22, 2026)

- Asset-based fee: 0.35% to 1% a year (a range, as the brochure states it)

> Wealth management fees range from 0.35% to 1.00% annually.

- Account minimum: None

> Marble Wealth generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,045,227,948
- Discretionary: $913,221,243
- Non-discretionary: $132,006,705

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 159 | $51,069,037 |
| High net worth individuals | 127 | $595,021,769 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $132,006,705 |
| Charitable organizations | 8 | $23,069,941 |
| Corporations or other businesses not listed above | 8 | $244,060,496 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, FL, GA, LA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- marblewealth.com
- LinkedIn @marble-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 5 | June 6, 2025 |
| October 2026 | $1,045,227,948 | 6 | July 22, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $894,602,562 to $1,045,227,948 (+17%).

### December 2025
- Regulatory assets under management went from $0 to $894,602,562.
- Registered or notice-filed in FL, GA, LA, TN, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marble Wealth, LLC (CRD 335291): Form ADV filing data as of October 2026.