|
⚲
|
| Keyboard |
| MBE Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 165516 |
| SEC # | 801-110772 |
| CIK # | 0001775850 |
| AUM | 977.1 M (2026-02-04) |
| Employees | 18 (56% Investors, 0% Brokers) |
| Phone | 608-372-5521 |
| Address | 200 W Warren St Tomah, WI 54660 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| New Providence Acquisition Corp | 4.1 | ||
| Nvidia Corp | 2.0 | ||
| Apple Inc | 1.6 | ||
| J P Morgan Chase & Co | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,356 | 355.0 |
| (b) Individuals (high net worth individuals) | 180 | 391.5 |
| (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 | 62 | 227.2 |
| (h) Charitable organizations | 0 | 3.4 |
| (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 | 5,412 | 977.1 |
| By Discretionary | ||
| Discretionary | 5,350 | 749.9 |
| Non-Discretionary | 62 | 227.2 |
| Total | 5,412 | 977.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 977.1 | |
| Total | 5,412 | 977.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001775850] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Walter & Keenan Wealth Management LLC
✚
|
IN | 983.3 M |
|
Oliver Luxxe Assets LLC
✚
|
NJ | 981.9 M |
|
Wealth Alliance Advisory Group LLC
✚
|
KS | 978.6 M |
|
Summit Wealth & Retirement Planning Inc
✚
|
ID | 978.1 M |
|
MAIA Wealth LLC
✚
|
CO | 973.0 M |
|
Franklin Managed Options Strategies LLC
✚
|
CT | 972.5 M |
|
Lebenthal Global Advisors LLC
✚
|
NY | 971.8 M |
|
Elk River Wealth Management LLC
✚
|
CO | 971.3 M |
|
The Arkansas Financial Group Inc
✚
|
AR | 971.1 M |
|
Columbus Macro LLC
✚
|
970.3 M |