Mobile Bay Wealth Management, LLC
Firm details
- Headquarters
- Mobile, Alabama
- CRD number
- 324371
- Website
- mbfinancialsolutions.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals99.18%
- Pension & Profit Sharing Plans0.82%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Mobile Bay Wealth Management, LLC is an independent, individual-owned registered investment adviser operating as an LLC. The firm focuses on advice and portfolio management for individual and family clients and also serves small-business accounts. Service lines include financial planning, discretionary portfolio management, the selection and oversight of outside advisers, and client education through seminars and workshops. The firm is also licensed as an insurance broker and offers fee arrangements that combine percentage-of-AUM billing with hourly and fixed-fee engagements. Mobile Bay describes itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Cash & Cash Equivalents28%
- Exchange Traded Equities8%
- US Government Bonds1%
- Private Funds1%
Owners & executives
1 of 1William O'brien
Managing member & COOCRD 7775585
Contacts
2 of 2
Virginia O'brien
Co-Founder and AdvisorCRD 6098917
John Mcneil
PresidentCRD 2415307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mobile, AL
Mobile
Location
Mobile, AL
Headquartered in Mobile, AL, anchoring the Mobile-Daphne-Fairhope, AL metro in the South.
- Metro area
- Mobile-Daphne-Fairhope, AL
- Region
- South
- County
- Mobile
- Address
- 22 Mobile St
- Time zone
- CT (UTC-6)
- Office locations
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