# MBE Wealth Management, LLC

> MBE Wealth Management, LLC is an SEC-registered investment advisory firm in Tomah, WI, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 7, 2026.

- CRD: 165516
- Filed as: MBE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tomah, WI
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165516
- AdvisorCensus page: https://advisorcensus.com/firm/mbe-wealth-management-llc-tomah-wi-165516

## Quick answers

**How is MBE Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), MBE Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does MBE Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 4, 2026 states: Hourly rate: $100 to $300 an hour (Financial Planning Services); Flat fee: $500 to $2,500 (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is MBE Wealth Management, LLC located?**
MBE Wealth Management, LLC's principal office is in Tomah, WI, according to its Form ADV; the August 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is MBE Wealth Management, LLC registered with the SEC or a state?**
MBE Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 165516.

**How much does MBE Wealth Management, LLC manage?**
MBE Wealth Management, LLC reports $977,101,000 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (77% discretionary).

**How have MBE Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for MBE Wealth Management, LLC: Regulatory assets under management: $367,124,190 in the October 2021 data and $977,101,000 in the October 2026 data, up 166%. Total employees: 10 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MBE Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,356); high net worth individuals (180); pension and profit sharing plans (but not the plan participants or government pension plans) (62).

**Which custodians does MBE Wealth Management, LLC use?**
MBE Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Empower Trust Company, LLC as custodians holding 10% or more of its separately managed account assets.

**Does MBE Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165516

**Does MBE Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 4, 2026 says: "MBE Wealth generally does not impose a minimum account size for establishing a relationship."

**What changed in MBE Wealth Management, LLC's recent Form ADV filings?**
In the August 2026 filing data: Added an office in Chandler, AZ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 4, 2026)

- Account minimum: None

> MBE Wealth generally does not impose a minimum account size for establishing a relationship.

- Hourly rate: $100 to $300 an hour (Financial Planning Services)

> Hourly fees range from $100 to $300 per hour. Fixed fees range from $500 to $2500 per engagement.

- Flat fee: $500 to $2,500 (Financial Planning Services)

> Hourly fees range from $100 to $300 per hour. Fixed fees range from $500 to $2500 per engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Empower Trust Company, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $977,101,000
- Discretionary: $749,875,000
- Non-discretionary: $227,226,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,356 | $355,018,000 |
| High net worth individuals | 180 | $391,473,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 62 | $227,226,000 |
| Charitable organizations | Fewer than 5 | $3,384,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 18 total, 10 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, IA, IL, LA, MI, MN, NC, NE, OH, SD, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Baraboo, WI
- Chandler, AZ
- Reedsburg, WI
- Sauk City, WI
- Sun Prairie, WI
- Wausau, WI

### Websites listed on Form ADV (Item 1.I)
- [mbewealth.com](https://mbewealth.com)
- Facebook @MBE-Wealth-Management-LLC-317299925059481
- LinkedIn @mbe-wealth-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $367,124,190 | 10 | February 10, 2021 |
| October 2022 | $471,139,499 | 13 | June 15, 2022 |
| October 2023 | $449,615,286 | 12 | October 3, 2023 |
| October 2024 | $725,462,165 | 12 | June 4, 2024 |
| October 2025 | $859,645,230 | 17 | March 18, 2025 |
| October 2026 | $977,101,000 | 18 | July 7, 2026 |

Regulatory assets under management: $367,124,190 in the October 2021 data and $977,101,000 in the October 2026 data, up 166%.
Total employees: 10 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Added an office in Chandler, AZ.

### March 2026
- Regulatory assets under management went from $859,645,230 to $977,101,000 (+14%).
- Registered or notice-filed in LA.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MBE Wealth Management, LLC (CRD 165516): Form ADV filing data as of October 2026.