Investment adviser · CRD 305176
MBL ADVISORS
Investment adviser filing (IA)
MBL WEALTH, LLC
CHARLOTTE, NC, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $1.42B Form ADV · Item 5.F
- Client accounts
- 1,156 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 242 | $1,415,457,613 | 99.5% |
| Individuals | 28 | $6,578,653 | 0.5% |
| Charities | Fewer than 5 | $703,627 | 0.0% |
| Retirement plans | Fewer than 5 | $128,935 | 0.0% |
Filing source
Form ADV 2063155 · Mar 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
301 S. MCDOWELL STREET, SUITE 1100CHARLOTTE, NC, 28204, United States
CRD 305176
Filing source
Form ADV 2063155 · Mar 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.