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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MBE Wealth Management LLC
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|---|---|
| CRD # | 165516 |
| SEC # | 801-110772 |
| CIK # | 0001775850 |
| AUM | $859.6 M (2025-03-18) |
| Employees | 17 (59% Investors, 0% Brokers) |
| Phone | 608-372-5521 |
| Address | 200 W Warren St Tomah, WI 54660 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.5 | ||
| New Providence Acquisition Corp | 2.2 | ||
| Microsoft Corp | 1.5 | ||
| Apple Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,313 | 355.1 |
| (b) Individuals (high net worth individuals) | 145 | 273.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 68 | 212.7 |
| (h) Charitable organizations | 0 | 18.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,530 | 859.6 |
| By Discretionary | ||
| Discretionary | 2,470 | 649.0 |
| Non-Discretionary | 60 | 210.7 |
| Total | 2,530 | 859.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 859.6 | |
| Total | 2,530 | 859.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001775850] |
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|---|---|---|
|
The Arkansas Financial Group Inc
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AR | 0.9 |
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Abacus FCF Advisors LLC
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FL | 0.9 |
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TFB Advisors LLC
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Roehl & YI Investment Advisors LLC
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Folger Nolan Fleming Douglas Incorporated
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DC | 0.9 |
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MEOW Advisory LLC
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0.9 | |
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