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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- EmberRadial meridian
- Established Date
- 08-01-2023
- Office Locations
- 1
Office Locations
About Mobile BAY Wealth Management, LLC
Mobile Bay Wealth Management (Mobile Bay Financial Solutions) is an Alabama-registered RIA focused on retirement planning for individuals and entrepreneurs. The firm delivers integrated advice across income planning, investment strategy, healthcare costs, taxes, and legacy/estate considerations, with portfolio construction using mutual funds, ETFs, fixed income and annuity solutions as appropriate. Clients access reporting via Orion; planning is guided by its proprietary “Retirement Dreamcatcher” process.
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Owner & Executives
VIRGINIA MCNEIL O'BRIEN
ADVISOR, Managing Member
- CRD
- #6098917
- Ownership
- 50% but less than 75%
JOHN R. MCNEIL
Managing Member, President
- CRD
- --
- Ownership
- 25% but less than 50%
Peak vital
Peak ridge
- CRD
- #83623
- Ownership
- 31.7%
Showing 2 of 3 owners & executives
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LACY GEIL MULROY
--
- CRD
- #6912328
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,529,634 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,529,634 | -- |
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Separately Managed Accounts
Total SMA Asset: $69,529,634
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $671,787,774 | 17.6% |
| Cash | $771,029,150 | 20.2% |
| Equity - Exchange | $1,198,530,461 | 31.4% |
| Private Funds | $526,742,687 | 13.8% |
| U.S. Government/Agency | $648,885,918 | 17.0% |
| Total | $3,816,975,990 | 100.0% |