|
⚲
|
| Keyboard |
| MBM Wealth Consultants LLC
✚
|
|
|---|---|
| CRD # | 169091 |
| SEC # | 801-112994 |
| CIK # | 0001762068 |
| AUM | 476.7 M (2026-05-27) |
| Employees | 15 (47% Investors, 7% Brokers) |
| Phone | 636-274-6262 |
| Address | 16401 Swingley Ridge Rd Chesterfield, MO 63017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001762068 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.9 | ||
| Valero Energy Corp/Tx | 3.6 | ||
| Lam Research Corp | 3.3 | ||
| Nvidia Corp | 2.7 | ||
| Alphabet Inc | 2.6 | ||
| Amazon Com Inc | 2.6 | ||
| AbbVie Inc | 2.5 | ||
| Fedex Corp | 2.4 | ||
| Lockheed Martin Corp | 2.1 | ||
| Cloudflare Inc | 2.1 | ||
| Costco Wholesale Corp /NEW | 2.0 | ||
| Microsoft Corp | 2.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 473 | 150.7 |
| (b) Individuals (high net worth individuals) | 131 | 302.4 |
| (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 | 19.4 |
| (h) Charitable organizations | 8 | 2.8 |
| (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 | 2 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,624 | 476.7 |
| By Discretionary | ||
| Discretionary | 1,624 | 476.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,624 | 476.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 476.7 | |
| Total | 1,624 | 476.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001762068] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Meredith Wealth Planning LLC
✚
|
IL | 478.7 M |
|
Joule Financial LLC
✚
|
KY | 478.6 M |
|
IDB LIDO Wealth LLC
✚
|
NY | 478.4 M |
|
Great Oak Capital Partners LLC
✚
|
MA | 477.9 M |
|
Elmwood Wealth Management Inc
✚
|
CA | 477.9 M |
|
Midatlantic Capital Management Inc
✚
|
VA | 477.0 M |
|
RFG Holdings Inc
✚
|
TX | 476.7 M |
|
Arborstone Financial LLC
✚
|
MA | 476.0 M |
|
G&S Capital LLC
✚
|
CO | 475.6 M |
|
Oneascent Wealth Management LLC
✚
|
AL | 475.6 M |