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, SEC-registered investment adviser (registered in 2018) that services both individual/family and institutional clients. The firm operates as a capital allocator and provides financial planning, portfolio management for individuals, small businesses and institutions, and selection of third‑party advisers. Its fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. MBM lists an insurance company affiliation and does not identify itself as an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$446M in ETFs
56%
$252M
29%
$195M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $62.1M | 689,170 | 13.92% |
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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