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AR

Adam M. Rogers

MARBLE WEALTH
MONTGOMERY, AL 36106
Some features on this profile are disabled
CRD#: 7615821
AR

Professional summary

Adam Miller Rogers, who also goes by Adam Rogers, is a registered financial advisor currently at MARBLE WEALTH, LLC located in Montgomery, Alabama.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Adam has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Adam Rogers

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Miller Rogers's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 2, 2025 - Present

MARBLE WEALTH, LLC

Office #1: 4137 Carmichael Road Suite 210, Montgomery, AL 36106
RIA
CRD#: 335291
MONTGOMERY, AL
Past

August 23, 2022 - October 1, 2025

SANCTUARY ADVISORS, LLC

RIA
CRD#: 226606
MONTGOMERY, AL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MARBLE WEALTH, LLC
MARBLE WEALTH, LLC

CRD#: 335291 / SEC#: 801-132676

RIA
Registered Investment Advisory firm - (4/30/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Alabama
(6/2/2025)

Exams

Current Firm

MW
MARBLE WEALTH, LLC
MARBLE WEALTH, LLC

CRD#: 335291 / SEC#: 801-132676

RIA
Registered Investment Advisory firm - (4/30/2025 Approved)
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Contact information

Main Address
4137 Carmichael Road Suite 210, Montgomery, AL 36106
Mailing Address
Phone number
(334) 679-4800
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MARBLE WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (10/31/2025)

Regulatory assets under management

Total Number of Accounts1,080
AUM (Assets Under Management)$ 894,602,562

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MARBLE WEALTH, LLC

CRD#: 335291Montgomery, AL 36106

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