MOBILE BAY WEALTH MANAGEMENT, LLC

Overview

Mobile Bay Wealth Management, LLC is an independent registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm acts as a capital allocator within client portfolios, operating largely on a discretionary basis and combining portfolio management, financial planning, and insurance brokerage. Its advisory services include selection of other advisers and manager access, which suggests the firm blends internally managed strategies with third‑party managers where appropriate. Investment activity centers on public funds and mutual funds—these form the bulk of portfolio exposure—and the firm is not identified as an active ESG investor. Fee arrangements are flexible: percentage of AUM, hourly and fixed fees are used depending on client needs. The practice also runs educational seminars and workshops as part of its client engagement and business development.

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Investments & Alternatives

Location & Offices