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 377 clients and discretionary assets under management (AUM) of $126,522,448 (Form ADV from 2019-03-27). Their last reported 13F filing for Q1 2019 included $114,042,000 in managed 13F securities and a top 10 holdings concentration of 44.62%. MBM Wealth Consultants's largest holding is SPDR Portfolio Short Term Corp Bond ETF with shares held of 251,358. Whalewisdom has at least 2 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $114.042 Million
  • Prior Market Value $102.557 Million
  • New Purchases10 stocks
  • Additional Purchases58 stocks
  • Sold out of29 stocks
  • Reduced holdings in31 stocks
  • Top 10 Holdings % 44.62 %
  • Turnover % [1]:17.73%
  • Turnover Alt % [2]: 17.17 %
  • Time Held Top20:0.75 quarters
  • Time Held Top10:0.80 quarters
  • Time Held All:0.95 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.42%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 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: 11
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: 377
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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MBM WEALTH CONSULTANTS, LLC

ownership team - last updated 2019-03-27
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 2018-11-01
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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