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| MBM Wealth Consultants LLC
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|---|---|
| CRD # | 169091 |
| SEC # | 801-112994 |
| CIK # | 0001762068 |
| AUM | $335.0 MM (2024-06-13) |
| Employees | 11 (55% Investors, 18% Brokers) |
| Phone | 636-274-6262 |
| Address | 400 Chesterfield Center Chesterfield, MO 63017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 3.1 | |
| MSFT | 1,918,222.4 | 2.2 | |
| NVDA | 399,550.0 | 2.0 | |
| ABBV | 269,466.6 | 1.9 | |
| WM | 61,816.0 | 1.7 | |
| GOOG | 1,482,566.4 | 1.6 | |
| AMZN | 1,092,997.8 | 1.6 | |
| BKNG | 74,682.6 | 1.5 | |
| VLO | 47,441.2 | 1.5 | |
| LRCX | 60,793.2 | 1.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 451 | 126.9 |
| (b) Individuals (high net worth individuals) | 96 | 193.2 |
| (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 | 17 | 10.9 |
| (h) Charitable organizations | 7 | 2.0 |
| (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 | 3 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,385 | 335.0 |
| By Discretionary | ||
| Discretionary | 1,385 | 335.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,385 | 335.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 335.0 | |
| Total | 1,385 | 335.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001762068] |
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|---|---|---|
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