|
⚲
|
| MBM Wealth Consultants LLC
✚
|
|
|---|---|
| CRD # | 169091 |
| SEC # | 801-112994 |
| CIK # | 0001762068 |
| AUM | $417.9 M (2025-06-04) |
| Employees | 11 (55% Investors, 9% Brokers) |
| Phone | 636-274-6262 |
| Address | 400 Chesterfield Center Chesterfield, MO 63017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.2 | ||
| Nvidia Corp | 2.7 | ||
| Amazon Com Inc | 2.7 | ||
| Microsoft Corp | 2.7 | ||
| Cloudflare Inc | 2.6 | ||
| Priceline Com Inc | 2.3 | ||
| AbbVie Inc | 2.2 | ||
| Valero Energy Corp/Tx | 2.0 | ||
| Lam Research Corp | 1.9 | ||
| Waste Management Inc | 1.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 451 | 140.2 |
| (b) Individuals (high net worth individuals) | 115 | 256.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 16.8 |
| (h) Charitable organizations | 7 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,542 | 417.9 |
| By Discretionary | ||
| Discretionary | 1,542 | 417.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,542 | 417.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 417.9 | |
| Total | 1,542 | 417.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001762068] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bowman & Company SC
✚
|
WI | 0.4 |
|
Courage Miller Partners LLC
✚
|
VA | 0.4 |
|
Lane and Associates LLC
✚
|
NJ | 0.4 |
|
Integrated Quantitative Investments LLC
✚
|
0.4 | |
|
Prospect Financial Services LLC
✚
|
NY | 0.4 |
|
Graney & King LLC
✚
|
NY | 0.4 |
|
Dougherty Wealth Advisers LLC
✚
|
MN | 0.4 |
|
Relation Wealth Management Inc
✚
|
OK | 0.4 |
|
Fortitude Advisory Group LLC
✚
|
WA | 0.4 |
|
Mach-1 Financial Group LLC
✚
|
AR | 0.4 |