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| Marble Wealth LLC
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|
|---|---|
| CRD # | 335291 |
| SEC # | 801-132676 |
| CIK # | 0002110081 |
| AUM | $1.0 B (2026-04-06) |
| Employees | 6 (83% Investors, 17% Brokers) |
| Phone | 334-679-4800 |
| Address | 4137 Carmichael Road Montgomery, AL 36106 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002110081 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 24.7 | ||
| Nvidia Corp | 23.3 | ||
| Alphabet Inc | 15.1 | ||
| Amazon Com Inc | 13.9 | ||
| Microsoft Corp | 13.8 | ||
| Broadcom Inc | 13.0 | ||
| Wal Mart Stores Inc | 10.4 | ||
| J P Morgan Chase & Co | 7.5 | ||
| Costco Wholesale Corp /NEW | 7.3 | ||
| Alphabet Inc | 5.9 | ||
| General Electric Co | 5.9 | ||
| Blackstone Group LP | 5.5 | ||
| Southern Co | 4.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 51.1 |
| (b) Individuals (high net worth individuals) | 127 | 595.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 132.0 |
| (h) Charitable organizations | 8 | 23.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 244.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,077 | 1,045.2 |
| By Discretionary | ||
| Discretionary | 1,065 | 913.2 |
| Non-Discretionary | 12 | 132.0 |
| Total | 1,077 | 1,045.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,045.2 | |
| Total | 1,077 | 1,045.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110081] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Panoramika Advisors Inc
✚
|
FL | 1.1 |
|
Sittner & Nelson LLC
✚
|
OR | 1.0 |
|
Matauro LLC
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|
NY | 1.0 |
|
Baker Ellis Asset Management LLC
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|
WA | 1.0 |
|
Morling Financial Advisors LLC
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|
CA | 1.0 |
|
Weaver Consulting Group LLC
✚
|
CA | 1.0 |
|
High Probability Advisors LLC
✚
|
NY | 1.0 |
|
Three Bridge Wealth Advisors LLC
✚
|
CA | 1.0 |
|
Fitzroy Investment Advisors LLC
✚
|
FL | 1.0 |
|
Red Oak Financial Group LLC
✚
|
MD | 1.0 |