MBM WEALTH CONSULTANTS, LLC
Firm details
- Headquarters
- CHESTERFIELD, Missouri
- CRD number
- 169091
- Registered since
- April 27, 2018
- Website
- mbmwealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.44%
- Individuals31.62%
- Pension & Profit Sharing Plans4.08%
- Charitable Organizations0.59%
- Corporations / Businesses0.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
MBM Wealth Consultants, LLC is an SEC-registered independent RIA that began registration in 2018. The firm provides financial planning and portfolio management for both individual/family clients and institutional/business clients, and it also performs manager selection as a capital allocator. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. MBM does not describe itself as an active ESG investor and lists insurance company affiliations among its industry connections.
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 Funds78%
- Exchange Traded Equities19%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
2 of 2MATTHEW LAPIDES
CFO, Managing PartnerCRD 4899268
MATTHEW WESTHOFF
CEO / Financial PlannerCRD 4941808
Contacts
3 of 8JONATHAN EWANIO
Compliance OfficerCRD 6076736
JUSTIN FOWLER
Financial PlannerCRD 4048344
Jesse Dusablon
Financial ParaplannerCRD 6327640
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 136Active vs passive
$377M in ETFs
52%
$197M
33%
$180M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $49.1M | 331,376 | 13.03% |
Location
CHESTERFIELD, MO
SAINT LOUIS
Location
CHESTERFIELD, MO
Headquartered in CHESTERFIELD, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 16401 Swingley Ridge Rd
- Time zone
- CT (UTC-6)
- Office locations
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