MBE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- TOMAH, Wisconsin
- CRD number
- 165516
- Registered since
- July 7, 2017
- Website
- mbewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., EMPOWER TRUST COMPANY, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI40.06%
- Individuals36.33%
- Pension & Profit Sharing Plans23.26%
- Charitable Organizations0.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
MBE Wealth Management, LLC is an independent registered investment adviser that entered SEC registration in 2017 and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services as reported. The firm charges fees based on a percentage of assets under management and also offers hourly and fixed-fee arrangements. MBE reports being an active ESG investor, which indicates ESG considerations are integrated into manager selection or portfolio construction.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities38%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1JOSEPH BERRY
CEOCRD 3051227
Contacts
3 of 11Calvin Peterson
Associate Financial AdvisorCRD 7993379
JACOB KRUEGER
Partner, Financial PlannerCRD 5493816
CHADWICK GAFFNEY
Financial AdvisorCRD 6955866
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$244M in ETFs
71%
$174M
26%
$70.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $28.3M | 49,015 | 11.58% |
Location
TOMAH, WI
MONROE
Location
TOMAH, WI
Headquartered in TOMAH, WI, in the Midwest of the United States.
- Region
- Midwest
- County
- MONROE
- Address
- 200 W Warren St
- Time zone
- CT (UTC-6)
- Office locations
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