MOBILE BAY WEALTH MANAGEMENT, LLC

MOBILE BAY WEALTH MANAGEMENT, LLC of MOBILE, AL is an SEC-registered investment adviser (CRD 324371). Regulatory assets under management: $69.5M.

Registration

• CRD: 324371
• Type: Registered investment adviser
• Location: 22 MOBILE STREET N., MOBILE, AL, 36607
• Phone: (251) 666-5000
• Latest filing: 2026-02-16
• Regulatory AUM: $69.5M
• Discretionary AUM: $69.5M
• Clients: 4
• Accounts: 618

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324371 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search