This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

state registeredderivedon the IAPD state feed, not SEC-registered

Regulatory AUM

$69.5MItem 5.F on the latest filing (2026-02-16); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$69.5M

Private client RAUM

$69.0MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Employees

4

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

618

Individual clients

310

CRD

324371

Filings on the tape

1

First filed

Feb 16, 2026

Latest filed

Feb 16, 2026

Organised

Limited Liability Company, AL

Website

mbfinancialsolutions.com

• Occurred

  Jul 14, 2026
  Team lift-out

  2 advisors left Mobile Bay Wealth Management, LLC (Mobile, AL) for Simplicity Wealth on the same day

  Form ADVobserved 5 days ago
  2 advisors
• Occurred

  Jul 14, 2026
  Advisor changed firm

  Lacy Geil Mulroy left Mobile Bay Wealth Management, Llc for Simplicity Wealth (registered 2026-07-14)

  Form ADVobserved 5 days ago
• Occurred

  Jul 14, 2026
  Advisor changed firm

  Virginia Mcneil O'Brien left Mobile Bay Wealth Management, Llc for Simplicity Wealth (registered 2026-07-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:25979ddd-3943-960c-c12d-1f233f97bfcc

First observed

Feb 16, 2026

Last observed

Feb 16, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.