MBL ADVISORS

Legal name: MBL WEALTH, LLC

CRD 305176File 801-117591

APPROVED

Retail clients

Custody

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.42B

Above cohort median (national)

Discretionary AUM

$1.42B

Clients

270

1,156 accounts

Employees

Top 25% of cohort in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Nov 7, 2019
Principal office: 301 S. MCDOWELL STREET, SUITE 1100, CHARLOTTE, NC, 28204
Phone: 704-333-8461
Website: http://mbl-advisors.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.42B
Discretionary AUM: $1.42B
Non-discretionary AUM: $0
Discretionary accounts: 1,156
Non-discretionary accounts: 0
Total accounts: 1,156
AUM per client: $5.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$704K
High net worth individuals	242	$1.42B
Pension and profit sharing plans	Fewer than 5	$129K
Individuals (other than high net worth individuals)	28	$6.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.