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 independent registered investment adviser formed as an LLC and SEC-registered in 2018. The firm advises both individual and family clients as well as institutional accounts, providing financial planning, portfolio management for individuals/small businesses and for businesses/institutions, and the selection of external managers. MBM operates as a capital allocator and structures fees on a mix of asset-based, hourly and fixed-fee arrangements. The firm is not identified as an active ESG investor and lists an affiliation with an insurance company.
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 2
Matthew Lapides
CFO, Managing PartnerCRD 4899268
Matthew Westhoff
CEO / Financial PlannerCRD 4941808
Contacts
3 of 8
Justin Fowler
Financial PlannerCRD 4048344
Jesse Dusablon
Financial ParaplannerCRD 6327640
William Weckback
Financial PlannerCRD 2772330
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$428M in ETFs
57%
$242M
29%
$186M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $57.4M | 666,368 | 13.42% |
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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