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| MBE Wealth Management LLC
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|
|---|---|
| CRD # | 165516 |
| SEC # | 801-110772 |
| CIK # | 0001775850 |
| AUM | $449.6 MM (2023-02-08) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 608-372-5521 |
| Address | 200 W Warren St Tomah, WI 54660 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| TMO | 209,733.6 | 2.1 | |
| ABBV | 269,466.6 | 1.2 | |
| LNT | 14,554.7 | 1.1 | |
| AAPL | 2,382,844.0 | 1.0 | |
| ABT | 187,298.3 | 0.9 | |
| XOM | 385,508.3 | 0.8 | |
| ECL | 43,790.9 | 0.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,392 | 271.3 |
| (b) Individuals (high net worth individuals) | 97 | 161.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (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 | 9 | 16.5 |
| (n) Other | 0 | 0.0 |
| Total | 4,085 | 449.6 |
| By Discretionary | ||
| Discretionary | 4,085 | 449.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,085 | 449.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 449.6 | |
| Total | 4,085 | 449.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001775850] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MTM Investment Management LLC
✚
|
SC | 0.5 |
|
Paragon Capital Management LLC
✚
|
KS | 0.5 |
|
The Watchman Group Inc
✚
|
TX | 0.5 |
|
PASI Investments LLC
✚
|
CT | 0.5 |
|
Harrell Investment Partners LLC
✚
|
TX | 0.5 |
|
Arbor Trust Wealth Advisors LLC
✚
|
MI | 0.5 |
|
The Patten Group Inc
✚
|
TN | 0.5 |
|
The Ithaka Group LLC
✚
|
MD | 0.4 |
|
Vance Wealth Inc
✚
|
CA | 0.4 |
|
The Central Trust Bank
✚
|
MO | 0.4 |