# MBM Wealth Consultants, LLC

> MBM Wealth Consultants, LLC is an SEC-registered investment advisory firm in Chesterfield, MO, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 169091
- Filed as: MBM WEALTH CONSULTANTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chesterfield, MO
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169091
- AdvisorCensus page: https://advisorcensus.com/firm/mbm-wealth-consultants-llc-chesterfield-mo-169091

## Quick answers

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

**Where is MBM Wealth Consultants, LLC located?**
MBM Wealth Consultants, LLC's principal office is in Chesterfield, MO, according to its Form ADV.

**Is MBM Wealth Consultants, LLC registered with the SEC or a state?**
MBM Wealth Consultants, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 169091.

**How much does MBM Wealth Consultants, LLC manage?**
MBM Wealth Consultants, LLC reports $476,665,130 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (100% discretionary).

**How have MBM Wealth Consultants, LLC's assets and staff changed since 2021?**
In the Form ADV data for MBM Wealth Consultants, LLC: Regulatory assets under management: $214,564,457 in the October 2021 data and $476,665,130 in the October 2026 data, up 122%. Total employees: 11 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MBM Wealth Consultants, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (473); high net worth individuals (131); pension and profit sharing plans (but not the plan participants or government pension plans) (28).

**Which custodians does MBM Wealth Consultants, LLC use?**
MBM Wealth Consultants, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does MBM Wealth Consultants, 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/169091

**Does MBM Wealth Consultants, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "MBM does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in MBM Wealth Consultants, LLC's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 6 to 7. Registered or notice-filed in IA.

## 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 March 27, 2026)

- Account minimum: None

> MBM does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial 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: $476,665,130
- Discretionary: $476,665,130
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 473 | $150,709,652 |
| High net worth individuals | 131 | $302,404,058 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 28 | $19,442,638 |
| Charitable organizations | 8 | $2,823,595 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $1,285,187 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 15 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IA, IL, MD, MO, NC, NY, OR, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mbmadvisorservices.com
- mbmwealth.com
- Facebook @MBMWEALTH
- Instagram @MBMWEALTH
- LinkedIn @MBM-WEALTH-CONSULTANTS
- X @MBMWEALTH
- YouTube @MBMWEALTHCONSULTANTS9030

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $214,564,457 | 11 | May 27, 2021 |
| October 2022 | $258,676,900 | 10 | August 10, 2022 |
| October 2023 | $239,558,918 | 10 | May 10, 2023 |
| October 2024 | $334,977,061 | 11 | June 13, 2024 |
| October 2025 | $417,890,470 | 11 | June 4, 2025 |
| October 2026 | $476,665,130 | 15 | May 27, 2026 |

Regulatory assets under management: $214,564,457 in the October 2021 data and $476,665,130 in the October 2026 data, up 122%.
Total employees: 11 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 6 to 7.
- Registered or notice-filed in IA.

### April 2026
- Regulatory assets under management went from $417,890,470 to $476,665,130 (+14%).

### December 2025
- Registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MBM Wealth Consultants, LLC (CRD 169091): Form ADV filing data as of October 2026.