MARBLE WEALTH, LLC of MONTGOMERY, AL is an SEC-registered investment adviser (CRD 335291). Regulatory assets under management: $1.0B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Adam Rogers | PARTNER / CHIEF INVESTMENT OFFICER (MEMBER) | Austin, TX |
| Rebecca Hardwich Baker | PARTNER / CHIEF OPERATING OFFICER; PARTNER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER (MEMBER) | — |
| Adam Miller Rogers | PARTNER / CHIEF INVESTMENT OFFICER (MEMBER) | — |
| Matthew Blake Murphy | PARTNER/ CHIEF EXECUTIVE OFFICER (MANAGING MEMBER) | — |
| Emily Lauren Farrior | DIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICER | — |
| Matthew B Murphy | PARTNER/ CHIEF EXECUTIVE OFFICER (MANAGING MEMBER) | — |