SourcingSourcing

MARBLE WEALTH, LLC

C34
CRD 335291·SEC 801-132676·MONTGOMERY, AL
AUM
$1.05B
$1B+
Est. Revenue
$10.5M
@ 1% on AUM
Est. EBITDA
$3.1M
@ 30% margin
Est. Deal Value
$25.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARBLE WEALTH, LLC
CRD
335291
SEC file #
801-132676
EIN
886687702
DBA names
—

Economics

AUM
$1.05B
AUM band
$1B+
AUM trajectory
'25'26
$894.6M → $1.05B▲ +17%
Client mix
Individuals Other159
Individuals High Net Worth127
Pension Profit Sharing Plans12
Charitable Organizations8
Corporations8

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
MONTGOMERY AL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/06/2026
ADV-W filed at
—
Website
linkedin.com/company/marble-wealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MURPHY, MATTHEW, BLAKE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
MURPHY, MATTHEW, BLAKE
BAKER, REBECCA, HARDWICH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:marble.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002110081
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-10
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001951757-26-000869

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2047
Soi Zip Pct 200k Plus
0.0693
Soi Zip Returns 200k Plus
440
Soi Zip Total AGI
559,711
Fdic Zip Total Deposits
23,651,958,000
Fdic Zip Branch Count
365
Fdic Zip Top Banks
Synovus Bank
Regions Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
4137 CARMICHAEL ROADSUITE 210MONTGOMERY, AL 36106
Business
4137 CARMICHAEL ROADSUITE 210MONTGOMERY, AL 36106
Edgar EIN
886687702
Edgar Recent Filings
13F-HR2026-05-14 · 0001951757-26-000869
13F-HR2026-02-10 · 0001951757-26-000415
Fdic Zip Branches Raw
First Alabama BankMontgomery, AL
First Alabama BankMontgomery, AL
Fdic Zip HHI
1796.76
Fdic Zip Top Bank Share Pct
36.02
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI24,712
Returns1,840
Stub 2
AGI60,984
Returns1,670
Stub 3
AGI58,081
Returns950
Soi Zip Total Business Income
11,849
Soi Zip Total Cap Gains
58,603
Soi Zip Total Dividends
19,784
Soi Zip Total Returns
6,350
Top Owner CRD
5503314
Trust Company Affiliate
No

People (5)

5
MURPHY, MATTHEW, BLAKE
IAR · Direct Owner · 62.5%
5503314
BAKER, REBECCA, HARDWICH
IAR · Direct Owner · 37.5%
6337829
ROGERS, ADAM, MILLER
IAR · Direct Owner · 17.5%
7615821
Farrior, Emily, Lauren
IAR · Executive Officer · 2.5%
5600784
Dustin Grant Hatfield
IAR
7062329