MB Wealth Advisors

MB Wealth Advisors is a private, US-based financial services firm in Huntersville, North Carolina, founded in 2020, offering wealth management, retirement planning, and risk management services through a small team of 11-50 employees.

Company typePrivate
Founded2020
HeadquartersHuntersville, United States
Headcount11–50
GTM typeB2C
OfferingServices

What MB Wealth Advisors does

MB Wealth Advisors is a private, for-profit financial services firm headquartered in Huntersville, North Carolina, United States. According to its firmographic profile, the company offers wealth management, retirement planning, and risk management services to its clients. The firm was founded in 2020 and operates with a small team of 11-50 employees, consistent with a boutique registered investment advisor (RIA) or financial planning practice serving individual and possibly small-business clients in the greater Charlotte/Huntersville area.

The company presents itself as a generalist wealth advisor, with its stated service lines — wealth management, retirement planning, and risk management — covering the core advisory offerings expected from a small independent RIA. No product details, technology stack, proprietary platforms, pricing model, or distribution channels are documented in the available source material. The company's own website (mbwealthadvisors.com) was inaccessible during research, rendering only a loading/verification page rather than substantive company information, so deeper operational, governance, or product-level details could not be verified.

The business model is not explicitly disclosed; pricing is listed as "not publicly disclosed." As a wealth advisory practice, the most likely revenue mechanics are recurring asset-based fees (AUM), flat financial-planning retainers, and/or commissions on insurance or risk-management products, but this cannot be confirmed from the input. The firm is privately held with no disclosed ownership, parent company, funding history, or investor composition, which limits any financial or strategic triangulation.

MB Wealth Advisors firmographics

Firmographics

Name: MB Wealth Advisors
Website: https://mbwealthadvisors.com
Company type: Private
Founded year: 2020
Headcount range: 11–50 employees
Short description: MB Wealth Advisors is a private, US-based financial services firm in Huntersville, North Carolina, founded in 2020, offering wealth management, retirement planning, and risk management services through a small team of 11-50 employees.
Ownership category
akta.pro rank

MB Wealth Advisors industry classification

Industry

Product category: Wealth Management
NAICS: Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro primary industry: Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

Wealth management services
Retirement planning
Risk management advisory
Personal financial planning
Investment advisory services

Where MB Wealth Advisors is headquartered

Location

Headquarters

HQ city: Huntersville
HQ country: United States
HQ region: North America

Markets served

MB Wealth Advisors business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

MB Wealth Advisors product offering

Product offering

Core offering

MB Wealth Advisors delivers fee-based personal financial advisory services to individuals, including wealth management, retirement planning, and risk management. The practice operates as a privately held firm headquartered in Huntersville, United States, with 11-50 employees serving clients since its founding in 2020.

Differentiator

Problem solved

Functional benefit

Products and services

Wealth Management Advisory service providing individuals with wealth accumulation and management strategies tailored to personal financial goals.
Retirement Planning Planning service for individuals preparing for retirement, focused on income strategies, savings targets, and post-career financial readiness.
Risk Management Advisory service addressing financial risks such as market exposure, longevity risk, and protection strategies for individuals and households.

Companies that use MB Wealth Advisors

Customer profile

Ideal customer profiles1 record

MB Wealth Advisors technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

MB Wealth Advisors partnerships and signals

Strategic signal

Recent moves1 record

Expansion highlights1 record

MB Wealth Advisors competitors and assessment

Company assessment

Direct peers

Edelman Financial Engines: Large RIA providing wealth management, retirement planning, and financial planning services. Closely comparable service set and household target market, with much greater scale and brand recognition.
Fisher Investments: Independent investment management firm serving high-net-worth and institutional clients with portfolio management and retirement planning. Comparable in advisory services to individuals, with a focus on managed portfolios.
Creative Planning: Large independent RIA offering wealth management, retirement planning, and risk/estate services to households across the U.S. Directly comparable in service mix (holistic planning) and target client (mass-affluent to HNW households), though at materially greater scale.
Mariner Wealth Advisors: Independent advisory firm delivering wealth management, retirement planning, and risk management to individuals and families. Comparable in multi-line advisory model and HNW/mass-affluent focus.

Broad incumbents

Ameriprise Financial: National financial services company providing wealth management, retirement planning, and risk/insurance products through a large advisor network. Comparable in service mix to households, but at much larger scale and with an insurance parent.
Raymond James Financial Services: Large diversified financial services firm with a substantial wealth management division covering investment advisory, retirement planning, and risk solutions. Overlapping capabilities but materially broader in scale and product set.
Stifel Independent Advisors: Broker-dealer and wealth management platform offering investment advisory, retirement, and risk solutions to households nationwide. Overlapping offering but operates at vastly greater scale and as part of a full-service capital markets firm.
Cetera Advisor Networks: Independent advisor-focused wealth management and brokerage platform serving individual households with financial planning, retirement, and risk products. Comparable in serving individual clients via a multi-product advisory model, but at much greater scale.
Charles Schwab Wealth Management: Large broker-dealer and RIA offering wealth management, retirement planning, and advisory solutions to retail and mass-affluent investors. Comparable in target customer and product breadth, but at significantly larger scale and with proprietary custodian.

Emerging players

Facet Wealth: Digital-first financial planning and wealth management firm serving mass-affluent households with retirement and risk-oriented planning. Comparable in targeting similar household client segments with planning-led services, differentiated by a tech-enabled delivery model.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

MB Wealth Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

MB Wealth Advisors leadership team

Management profile

Number of profiles

MB Wealth Advisors funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

MB Wealth Advisors M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MB Wealth Advisors

What does MB Wealth Advisors do?

When was MB Wealth Advisors founded?

MB Wealth Advisors was founded in 2020. It employs 11 to 50 people.

Where is MB Wealth Advisors based?

MB Wealth Advisors is headquartered in Huntersville, United States, in the North America region.

Who are MB Wealth Advisors's main competitors?

Direct peers on record are Edelman Financial Engines, Fisher Investments, Creative Planning and Mariner Wealth Advisors. Broad incumbents are Ameriprise Financial, Raymond James Financial Services, Stifel Independent Advisors, Cetera Advisor Networks and Charles Schwab Wealth Management. Facet Wealth is listed as an emerging player.

Does MB Wealth Advisors have an API?

No public API is recorded for MB Wealth Advisors.

What industry is MB Wealth Advisors in?

MB Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.