PPrivate Fund Data Log in Join · $37/mo

Mbm Wealth Consultants, LLC

● SEC registered since 2018CRD 169091SEC# 801-112994Chesterfield, MO
Export (members)
Reg. AUM
$417.9M
Employees
11
Accounts
1,542
Location
Chesterfield, MO

Mbm Wealth Consultants, LLC assets under management

Mbm Wealth Consultants, LLC is a registered investment adviser overseen by the SEC based in Chesterfield, MO. The firm has been registered since 2018. It reports $417.9 million in regulatory assets under management and employs 11 people.
mbmadvisorservices.comView on SEC.gov ↗

Mbm Wealth Consultants, LLC owners & executives

5 reported
NameTitleOwnershipSince
Matthew Aaron Lapides ControlPrincipal, Chief Compliance OfficerUnder 5%2013
Matthew Lawrence Westhoff ControlPrincipalUnder 5%2013
Mbm Wealth Group, LLC ControlSole MemberOver 75%2020
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Mbm Wealth Consultants, LLC manage?

Mbm Wealth Consultants, LLC reports $417.9 million in regulatory assets under management on its Form ADV.

How many employees does Mbm Wealth Consultants, LLC have?

Mbm Wealth Consultants, LLC reports 11 employees.

Where is Mbm Wealth Consultants, LLC located?

Mbm Wealth Consultants, LLC is based in Chesterfield, MO and has been SEC-registered since 2018.

Does Mbm Wealth Consultants, LLC disclose fund performance?

Mbm Wealth Consultants, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address400 Chesterfield Center, Suite 125, Chesterfield, MO 63017
Phone(636) 274-6262
Fax(636) 274-6269
Office hours9:00 a.m. - 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1762068
Discloses disciplinary historyNo

Assets under management

Discretionary$417.9M
Non-discretionary$0
Total (RAUM)$417.9M