Marble Wealth, LLC logo

Marble Wealth, LLC

Updated today

Client assets under management

$646,090,806

Clients

286

44% high-net worth

Advisors

5

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

57

Typical

Average account size

$2,259,059

About

Marble Wealth provides comprehensive wealth management, financial planning, and portfolio management to individuals, high‑net‑worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans, and also offers 3(21) retirement plan advisory services. The firm manages approximately $1.045 billion in client assets across about 286 client relationships and operates with a five‑advisor team.

The firm’s investment process is primarily long‑term focused and typically implements portfolios using exchange‑traded funds and individual equities, while also employing fundamental and technical analysis and, where appropriate, allocating to unaffiliated independent managers. Marble Wealth discloses that it may select mutual fund share classes based on custodial and tax considerations and has added a digital asset offering through Fidelity Digital Asset Services for clients seeking cryptocurrency exposure.

Marble Wealth is the sponsor of a wrap fee program that bundles covered transaction and custodial costs into its advisory fee, a feature that is relatively uncommon among peers in its category. The firm also maintains an institutional relationship with Fidelity that provides software, operational support, and launch reimbursements, and discloses personnel affiliations with a broker‑dealer and insurance activities that may create potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management

Fee options

Fixed

In certain circumstances, fixed annual fees may be charged for services; specific amounts not stated.

Percentage

$0+: 1.00% annually Not explicitly stated+: 0.35% annually

Commissions

Advisory Persons separately receive commissions as registered representatives and insurance professionals; these commissions are separate and in addition to advisory fees.

Main office location

Marble Wealth, LLC

4137 Carmichael Road, Suite 210

Montgomery AL 36106, United States

Number of offices

1

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

Advisors at this firm

user avatar

Emily F

Series 63, Series 65

Montgomery, AL

Marble Wealth, LLC

Emily Farrior is a financial advisor at Marble Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Stifel/Merchant Capital. She is currently dually registered as an Investment Advisor Representative with Marble Wealth and as a Registered Representative with Sanctuary Securities. Marble Wealth provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using exchange-traded funds and individual equities, and it offers discretionary and non-discretionary portfolio management as well as digital asset custody and trading.

Wealth management
user avatar

Adam R

CFA®

Montgomery, AL

Marble Wealth, LLC

Adam Rogers is a CFA® charterholder with three years of industry experience. He is currently a partner and Chief Investment Officer at Marble Wealth, LLC, where he has worked since 2025. Prior to that, he spent three years at Sanctuary Advisors, LLC and 17 years at Retirement Systems of Alabama. Outside of his advisory role, Rogers is involved in real estate through ownership and management of Rogers & Stabler Properties, LLC. Marble Wealth provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using exchange-traded funds and individual equities, and it offers discretionary and non-discretionary portfolio management along with digital asset custody and trading.

Wealth management
user avatar

Matthew M

CFP®, Series 66

Montgomery, AL

Marble Wealth, LLC

Matthew Murphy is a CFP® with 17 years of industry experience, currently serving as CEO and advisor at Marble Wealth LLC. His prior experience includes 14 years at UBS Financial Services and roles at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. He is also a licensed insurance professional. Marble Wealth LLC provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using exchange-traded funds and individual equities, and offers discretionary and non-discretionary portfolio management alongside project-based financial planning.

Wealth management
user avatar

Dustin H

Series 66

Montgomery, AL

Marble Wealth, LLC

Dustin Hatfield is a financial advisor at Marble Wealth, LLC with six years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services and Sanctuary Advisors, LLC. Hatfield is dually registered as an Investment Advisor Representative with Marble Wealth and as a Registered Representative with Sanctuary Securities, Inc. Marble Wealth provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach, utilizing exchange-traded funds, individual equities, and occasionally independent managers, and offers digital asset custody and trading for clients interested in cryptocurrency exposure.

Wealth management
user avatar

Rebecca B

CFP®, Series 66

Montgomery, AL

Marble Wealth, LLC

Rebecca Baker is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently COO and a financial advisor at Marble Wealth, LLC, and previously worked at UBS Financial Services and Morgan Stanley Private Bank. Outside of her advisory role, she is a partner in Marble Family Office, LLC, which provides CPA services including tax returns and bill payment. Marble Wealth, LLC offers wealth management, investment management, and financial planning to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using ETFs, individual equities, and selective independent managers, and provides discretionary and non-discretionary portfolio management alongside project-based financial planning.

Wealth management
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