| 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 |
Mbl Wealth, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Mbl Wealth, LLC reports 13 employees.
Mbl Wealth, LLC is based in Charlotte, NC and has been SEC-registered since 2019.
Mbl Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 301 S. McDowell Street, Suite 1100, Charlotte, NC 28204 |
| Phone | 704-333-8461 |
| Fax | 704-342-0782 |
| Office hours | 5-Sep |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $1.14B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.14B |