MBM Wealth Consultants LLC

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Assets, Funds, Holdings

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MBM Wealth Consultants LLC
CRD #169091
SEC #801-112994
CIK #0001762068
AUM $239.6 MM (2023-03-29)
Employees 10 (50% Investors, 20% Brokers)
Phone636-274-6262
Address400 Chesterfield Center
Chesterfield, MO 63017
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($MM)
3002401801206002010201420192024
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AMZN 1,092,997.8 0.0
AAPL 2,382,844.0 0.0
ABBV 269,466.6 0.0
VLO 47,441.2 0.0
MSFT 1,918,222.4 0.0
NVDA 399,550.0 0.0
WM 61,816.0 0.0
GOOG 1,482,566.4 0.0
HD 277,648.0 0.0
 
 
Holdings by Sector ($MM)
2502001501005002017201920212024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 801 97.3
(b) Individuals (high net worth individuals) 282 138.5
(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 7 2.6
(h) Charitable organizations 7 0.8
(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 1 0.3
(n) Other 0 0.0
Total 1,091 239.6
By Discretionary
Discretionary 1,091 239.6
Non-Discretionary 0 0.0
Total 1,091 239.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 239.6
Total 1,091 239.6
EDGAR Form CIK 2011 - 2023
13F-HR [0001762068]
Comparable Firms State AUM ($BB)
Evans Investment Advisors LLC
LA 0.2
Certior Financial Group LLC
PA 0.2
Phillips Wealth Planners LLC
MS 0.2
Measured Risk Portfolios Inc
CA 0.2
Excel Financial LLC
MN 0.2
Longview Asset Management LLC
NM 0.2
Rede Wealth LLC
VA 0.2
Walpole Financial Advisors LLC
CA 0.2
Tandem Capital Management Corp
NJ 0.2
Brown Lisle/Cummings Inc
RI 0.2
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