Mbl Wealth, LLC
● SEC registered since 2019CRD 305176SEC# 801-117591Charlotte, NC
Reg. AUM
$1.42B
Employees
14
Accounts
1,156
Location
Charlotte, NC
Mbl Wealth, LLC assets under management
Mbl Wealth, LLC is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2019. It reports $1.4 billion in regulatory assets under management and employs 14 people.
Mbl Wealth, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph Gift Control | Chief Investment Officer | 25-50% | 2019 |
| Jonathan Warner Dry Control | Chief Strategy Officer | 25-50% | 2019 |
| Luther Amos Lockwood Control | Chief Executive Officer | Under 5% | 2019 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Mbl Wealth, LLC manage?
Mbl Wealth, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Mbl Wealth, LLC have?
Mbl Wealth, LLC reports 14 employees.
Where is Mbl Wealth, LLC located?
Mbl Wealth, LLC is based in Charlotte, NC and has been SEC-registered since 2019.
Does Mbl Wealth, LLC disclose fund performance?
Mbl Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 S. McDowell Street, Suite 1100, Charlotte, NC 28204 |
| Phone | 704-333-8461 |
| Fax | 704-342-0782 |
| Office hours | 9-5 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.42B▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$1.42Bregulatory AUM
Discretionary $1.42B