# MBL WEALTH, LLC

MBL WEALTH, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 305176
- Type: SEC-registered investment adviser
- SEC file number: 801-117591
- Location: 301 S. MCDOWELL STREET, SUITE 1100, CHARLOTTE, NC, 28204
- Phone: 704-333-8461
- Latest filing: 2026-03-11
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 14
- Accounts: 1,156

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| William Read Morton | PRESIDENT | — |
| Luther Amos Lockwood | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| Brian Joseph Gift | CHIEF INVESTMENT OFFICER | — |
| Jonathan Warner Dry | CHIEF STRATEGY OFFICER | — |
| Stephen Michael Marciniak | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| Morton William Read | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Dry Jonathan Warner | CHIEF STRATEGY OFFICER | — |
| LOCKWOOD LUTHER AMOS | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| Gift Brian Joseph | CHIEF INVESTMENT OFFICER | — |
| MARCINIAK STEPHEN MICHAEL | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305176/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305176/similar
- Related entities: https://search.stillhousedata.com/firm/305176/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305176

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.