MBL WEALTH, LLC
Legal name: MBL ADVISORS
CRD #305176 SEC #801-117591 CHARLOTTE, NC 704-333-8461
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
13
Clients
0
Accounts
951
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1.1B | $0 | 13 | 0 |
| Feb 2024 | $946.2M | $946.2M | $0 | 10 | 0 |
| Mar 2023 | $731.8M | $731.8M | $0 | 10 | 0 |
| Jan 2023 | $722.2M | $722.2M | $0 | 9 | 0 |
| Jul 2022 | $722.2M | $722.2M | $0 | 9 | 0 |
| Feb 2022 | $722.2M | $722.2M | $0 | 9 | 0 |
| Jan 2022 | $722.2M | $722.2M | $0 | 9 | 0 |
| Mar 2021 | $487.3M | $487.3M | $0 | 8 | 0 |
| Jul 2020 | $258.6M | $257.2M | $1.4M | 7 | 0 |
| Jun 2020 | $258.6M | $257.2M | $1.4M | 7 | 0 |
| Mar 2020 | $258.6M | $257.2M | $1.4M | 7 | 0 |
| Dec 2019 | $0 | $0 | $0 | 8 | 0 |
| Oct 2019 | $0 | $0 | $0 | 8 | 0 |
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateFeb 2024
Total AUM$946.2M
Discretionary$946.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$731.8M
Discretionary$731.8M
Non-Disc.$0
Employees10
Clients0
DateJan 2023
Total AUM$722.2M
Discretionary$722.2M
Non-Disc.$0
Employees9
Clients0
DateJul 2022
Total AUM$722.2M
Discretionary$722.2M
Non-Disc.$0
Employees9
Clients0
DateFeb 2022
Total AUM$722.2M
Discretionary$722.2M
Non-Disc.$0
Employees9
Clients0
DateJan 2022
Total AUM$722.2M
Discretionary$722.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$487.3M
Discretionary$487.3M
Non-Disc.$0
Employees8
Clients0
DateJul 2020
Total AUM$258.6M
Discretionary$257.2M
Non-Disc.$1.4M
Employees7
Clients0
DateJun 2020
Total AUM$258.6M
Discretionary$257.2M
Non-Disc.$1.4M
Employees7
Clients0
DateMar 2020
Total AUM$258.6M
Discretionary$257.2M
Non-Disc.$1.4M
Employees7
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0