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Marble Wealth, LLC

EST. AUM
$1,045,227,948

CONTACTS
6

CLIENT ACCOUNTS
1,077

Firm Details

Metro area Montgomery
CRD Number 335291
Website marblewealth.com
Client types

Overview

Marble Wealth is an independent, SEC-registered investment advisory firm headquartered in Montgomery, Alabama. Established in 2022, the firm specializes in assisting successful individuals and families in the Southern United States with preserving wealth, addressing complex financial challenges, and shaping lasting legacies. Emphasizing a relationship-first approach, Marble Wealth aims to simplify clients' financial lives through personalized strategies and comprehensive wealth management services.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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