Marble Wealth

Finance · Alabama, United States · 1-10 Employees

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Overview

Headquarters

4137 Carmichael Rd Ste 210, Montgomery, ...

Phone Number

(334) 679-4800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Marble Wealth

Marble Wealth is an independent advisory firm dedicated to preserving wealth and addressing complex financial challenges for families. They focus on building personal relationships with clients to understand their unique needs and provide tailored solutions. The firm emphasizes a collaborative approach, ensuring a dedicated team is committed to earning client trust through exceptional service. Their goal is to simplify financial lives and help clients achieve their long-term objectives.Explore more
Marble Wealth's Social MediaPopular SearchesMarble WealthSIC Code 62,628NAICS Code 52,523Show more

Marble Wealth Org Chart

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Chief Operating Officer & Partner

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Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Marble Wealth

<$5M
1-10
Private
-
2022
RB
Rebecca BakerChief Operating Officer & Partner
<$5M
11-50
Private
-
2015
TS
Timothy SmithCEO & Founder
<$5M
11-50
Private
-
2023
SJ
Sean JucasManaging Partner
<$5M
11-50
Private
-
2023
CL
Chel LarkinVice President and Wealth Management Advisor
<$5M
1-10
Private
-
-
Kelly Higgins, CFP, CPA, Founder at Lautus Wealth Advisory
Kelly HigginsCFP, CPA, Founder
<$5M
1-10
Private
-
-
HD
Harold DedePresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Marble Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Marble Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Marble Wealth.

Marble Wealth Tech Stack

A closer look at the technologies used by Marble Wealth

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Frequently Asked Questions Regarding Marble Wealth

What is Marble Wealth's official website?
Marble Wealth's official website is www.marblewealth.com
What is Marble Wealth's Revenue?
Marble Wealth's revenue is <$5 Million
What is Marble Wealth's SIC code?
Marble Wealth's SIC: 62,628
What is Marble Wealth's NAICS code?
Marble Wealth's NAICS: 52,523
How many employees does Marble Wealth have?
Marble Wealth has 1-10 employees
What industry does Marble Wealth belong to?
Marble Wealth is in the industry of: Finance, Securities Trading
What is Marble Wealth competition?
Marble Wealth top competitors include: Crescent Harbor Private Wealth, Chappell Wealth Management, Dédé Wealth Management, Burnham Harbor Private Wealth
What technology does Marble Wealth use?
Some of the popular technologies that Marble Wealth uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Marble Wealth?
Marble Wealth contact info: Phone number: (334) 679-4800 Website: www.marblewealth.com
What does Marble Wealth do?

Marble Wealth is an independent advisory firm dedicated to preserving wealth and addressing complex financial challenges for families. They focus on building personal relationships with clients to understand their unique needs and provide tailored solutions. The firm emphasizes a collaborative approach, ensuring a dedicated team is committed to ear... ning client trust through exceptional service. Their goal is to simplify financial lives and help clients achieve their long-term objectives.Read More

What are Marble Wealth social media links?
Marble Wealth Linkedin page
Is Marble Wealth a public company?
Marble Wealth is private company therefore does not currently have an official ticker symbol
See more information about Marble Wealth

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