MBM WEALTH CONSULTANTS, LLC

HTTP://WWW.MBMWEALTH.COM CHESTERFIELD, MO Investment Advisor How do I update this listing?

MBM Wealth Consultants is based out of Chesterfield. MBM Wealth Consultants is a large advisory firm with 355 clients and discretionary assets under management (AUM) of $102,359,492 (Form ADV from 2019-01-02). Their last reported 13F filing for Q4 2018 included $102,557,000 in managed 13F securities and a top 10 holdings concentration of 40.74%. MBM Wealth Consultants's largest holding is SPDR Portfolio Short Term Corp Bond ETF with shares held of 262,574. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.89%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MBM WEALTH CONSULTANTS, LLC
400 CHESTERFIELD CENTER SUITE 125
CHESTERFIELD MO    63017
Country: United States

Business Phone: (636) 274-6262
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MO
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 355
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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MBM WEALTH CONSULTANTS, LLC

ownership team - last updated 2018-11-01
Name Title Start Date Direct/Indirect % Ownership
LAPIDES, MATTHEW, AARON PRINCIPAL 11/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MBM WEALTH CONSULTANTS, LLC PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2013-11-01
WESTHOFF, MATTHEW, LAWRENCE PRINCIPAL 11/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MBM WEALTH CONSULTANTS, LLC PRINCIPAL direct 2013-11-01
WECKBACK, WILLIAM, ROBERT PRINCIPAL 11/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MBM WEALTH CONSULTANTS, LLC PRINCIPAL direct 2013-11-01
KRUGER, ADAM, CHARLES CHIEF COMPLIANCE OFFICER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
MBM WEALTH CONSULTANTS, LLC CHIEF COMPLIANCE OFFICER direct 2018-10-01

MBM WEALTH CONSULTANTS, LLC

ownership team - last updated 2018-05-31
Name Title Start Date Direct/Indirect % Ownership
LAPIDES, MATTHEW, AARON PRINCIPAL AND CHIEF COMPLIANCE OFFICER 11/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MBM WEALTH CONSULTANTS, LLC PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2013-11-01
WESTHOFF, MATTHEW, LAWRENCE PRINCIPAL 11/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MBM WEALTH CONSULTANTS, LLC PRINCIPAL direct 2013-11-01
WECKBACK, WILLIAM, ROBERT PRINCIPAL 11/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MBM WEALTH CONSULTANTS, LLC PRINCIPAL direct 2013-11-01

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