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MBE WEALTH MANAGEMENT, LLC
CRD 165516 · SEC 801-110772
200 W. WARREN ST., TOMAH, WI, 54660, United States
Phone
608-372-5521
Fax
608-372-5518
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$977.1M
Discretionary AUM
$749.9M
Team
18 total employees; 10 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2356 | $355.0M |
| High net worth individuals | 180 | $391.5M |
| Pension/profit sharing plans | 62 | $227.2M |
States served
AZ, CA, CO, IL, IA, LA, MI, MN, NE, NC, OH, VA, WI, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD