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MBM WEALTH CONSULTANTS, LLC
CRD 169091 · SEC 801-112994
16401 SWINGLEY RIDGE RD., SUITE 450, CHESTERFIELD, MO, 63017, United States
Phone
(636) 274-6262
Fax
(636) 274-6269
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$476.7M
Discretionary AUM
$476.7M
Team
15 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 473 | $150.7M |
| High net worth individuals | 131 | $302.4M |
| Pension/profit sharing plans | 28 | $19.4M |
| Charitable organizations | 8 | $2.8M |
| Corporations/business entities | 2 | $1.3M |
States served
AZ, CA, CO, GA, IL, IA, MD, NY, NC, OR, VA, WI, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD