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

5-30 advisors or >$500M in AUM

Clients per advisor

57

Typical

Average account size

$2,259,059

About

The firm provides comprehensive wealth management to a broad mix of clients — individuals (including high-net-worth households), families, trusts, estates, businesses, charitable organizations, and retirement plans — combining financial planning and discretionary investment management as a typical, integrated engagement. It also offers retirement plan advisory services (including 3(21) oversight) to plan sponsors and participants.

Marble Wealth’s investment approach is primarily long-term and discretionary, constructing portfolios from ETFs and individual equities, selecting institutional or otherwise appropriate mutual fund share classes, and, when appropriate, allocating to unaffiliated independent managers for portions of client assets. The firm recently added a digital asset custody and execution option through Fidelity Digital Asset Services (FDAS) for clients who seek cryptocurrency exposure, while continuing to monitor and rebalance portfolios as client goals or market conditions change.

Noteworthy distinctions include that Marble Wealth sponsors a wrap fee program (described in Appendix 1) that bundles transaction, custodial and other “Covered Costs” into a single asset-based fee — a practice that is less common among peer team firms — and has an institutional relationship with Fidelity that provides platform, research, and launch support. The advisor also manages approximately $1.045 billion in client assets (as of December 31, 2025) with a five-advisor team serving roughly 286 client relationships, a scale and platform orientation that may affect custody, trade execution, and product selection decisions.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management

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Fee options

Fixed

In certain circumstances, fixed annual fees may be charged; specific amounts not disclosed.

Percentage

$0+: 1.00% annually (maximum fee) +: 0.35% annually (minimum fee)

Commissions

Certain Advisory Persons earn commissions in a separate capacity as registered representatives for commissionable securities transactions and insurance sales.

Other

Minimum fee: In certain circumstances, the Advisor may charge a fixed annual fee for its services; specific amounts not clearly stated Fee-only: Wealth management fees ranging from 0.35% to 1.00% annually based on assets under management (AUM). Fees based on average prior month assets.

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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