RIA Intel›Advisers›Alabama›MOBILE BAY WEALTH MANAGEMENT, LLC

MOBILE BAY WEALTH MANAGEMENT, LLC

Advisory

MOBILE, AL

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in AL

#124

of 158 advisers by AUM

Average account

$113K

across 618 accounts

AUM per adviser

$35M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$70M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$70M

Discretionary AUM$70M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients310

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

310 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AL

Closest by assets under management. All figures from Form ADV.

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CHITWOOD ADVISORY GROUP

$67M

DMC WEALTH MANAGEMENT, LLC

$66M

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