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MBL ADVISORS
MBL WEALTH, LLC
CRD 305176 · SEC 801-117591
301 S. MCDOWELL STREET, SUITE 1100, CHARLOTTE, NC, 28204, United States
Phone
704-333-8461
Fax
704-342-0782
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.42B
Discretionary AUM
$1.42B
Team
14 total employees; 10 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $6.6M |
| High net worth individuals | 242 | $1.42B |
States served
GA, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD