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MARBLE WEALTH, LLC

MONTGOMERY, AL · CRD 335291 · IAPD ↗ · (334) 679-4800

$1.05BRegulatory AUM
5Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — MARBLE WEALTH, LLC now reports custody of client assets ($257.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
85
April 2026 — MARBLE WEALTH, LLC crossed $1B in regulatory AUM ($894.6M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
December 2025 — MARBLE WEALTH, LLC notice-filed in FL, GA, LA, TN, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
December 2025 — MARBLE WEALTH, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
95
May 2025 — MARBLE WEALTH, LLC (MONTGOMERY, AL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.