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| Happy Holidays!! thanks for using AUM13F!! |
| MBL Wealth LLC
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|---|---|
| CRD # | 305176 |
| SEC # | 801-117591 |
| CIK # | 0001845785 |
| AUM | $1.1 B (2025-03-10) |
| Employees | 13 (77% Investors, 38% Brokers) |
| Phone | 704-333-8461 |
| Address | 301 S Mcdowell Street Charlotte, NC 28204 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 33.4 | ||
| Apple Inc | 19.5 | ||
| Nvidia Corp | 12.2 | ||
| Microsoft Corp | 9.3 | ||
| Laboratory Corp of America Holdings | 7.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 5.7 |
| (b) Individuals (high net worth individuals) | 199 | 1,127.5 |
| (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 | 6.5 |
| (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 | 3.2 |
| (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 | 951 | 1,142.9 |
| By Discretionary | ||
| Discretionary | 951 | 1,142.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 951 | 1,142.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 1,140.1 | |
| Total | 951 | 1,142.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001845785] |
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