Marble Trail Advisors
Marble Trail Advisors is an SEC-registered wealth manager in Middlebury, VT with $582.7M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Marble Trail Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154744, SEC 801-115308, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $582.7M (2026-02-17)
- Firm type
- Wealth Manager
- Location
- Middlebury, VT
- Employees
- 9
- Clients
- 368
- CRD
- 154744
- Ownership
- MARBLE TRAIL FINANCIAL, LLC; WOOTTEN, MATTHEW, P; DEVOST, DONALD, HARVEY; WOOTTEN, MATTHEW, PERRY; DEVOST, DONALD, H
How much AUM does Marble Trail Advisors have?
Marble Trail Advisors reported $582.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Marble Trail Advisors?
Disclosed owners and executives of Marble Trail Advisors include MARBLE TRAIL FINANCIAL, LLC, WOOTTEN, MATTHEW, P, DEVOST, DONALD, HARVEY, WOOTTEN, MATTHEW, PERRY, DEVOST, DONALD, H. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.