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| MBL Wealth LLC
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| |
|---|---|
| CRD # | 305176 |
| SEC # | 801-117591 |
| CIK # | 0001845785 |
| AUM | $946.2 MM (2024-02-27) |
| Employees | 10 (100% Investors, 60% Brokers) |
| Phone | 704-333-8461 |
| Address | 301 S Mcdowell Street Charlotte, NC 28204 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLDM | 26.5 | ||
| AAPL | 2,382,844.0 | 21.9 | |
| NVDA | 399,550.0 | 8.6 | |
| MSFT | 1,918,222.4 | 8.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 3.7 |
| (b) Individuals (high net worth individuals) | 184 | 933.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 3.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 836 | 946.2 |
| By Discretionary | ||
| Discretionary | 836 | 946.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 836 | 946.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 946.2 | |
| Total | 836 | 946.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001845785] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Grace & White Inc
✚
|
NY | 0.9 |
|
AB2 Capital Partners LLC
✚
|
FL | 0.9 |
|
Argent Retirement Plan Advisors LLC
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|
LA | 0.9 |
|
Aristotle Credit Partners LLC
✚
|
CA | 0.9 |
|
Strategic Investment Advisors LLC
✚
|
MI | 0.9 |
|
Dinuzzo Private Wealth Inc
✚
|
PA | 0.9 |
|
The Mosaic Financial Group LLC
✚
|
IL | 0.9 |
|
Arlington Financial Advisors LLC
✚
|
CA | 0.9 |
|
Absher Wealth Management LLC
✚
|
NC | 0.9 |
|
Covenant Partners LLC
✚
|
TN | 0.9 |