# Mobile Bay Wealth Management, LLC

> Mobile Bay Wealth Management, LLC is a state-registered investment advisory firm in Mobile, AL, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.

- CRD: 324371
- Filed as: MOBILE BAY WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: TERMREQUEST)
- Location: Mobile, AL
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324371
- AdvisorCensus page: https://advisorcensus.com/firm/mobile-bay-wealth-management-llc-mobile-al-324371

## Quick answers

**How is Mobile Bay Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Mobile Bay Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Mobile Bay Wealth Management, LLC located?**
Mobile Bay Wealth Management, LLC's principal office is in Mobile, AL, according to its Form ADV.

**Is Mobile Bay Wealth Management, LLC registered with the SEC or a state?**
Mobile Bay Wealth Management, LLC is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 324371.

**How much does Mobile Bay Wealth Management, LLC manage?**
Mobile Bay Wealth Management, LLC reports $69,529,634 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (100% discretionary).

**What types of clients does Mobile Bay Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (310).

**Does Mobile Bay Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324371

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $69,529,634
- Discretionary: $69,529,634
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 310 | $68,962,376 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $567,258 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: Not reported
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mbfinancialsolutions.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mobile Bay Wealth Management, LLC (CRD 324371): Form ADV filing data as of October 2026.