Mbm Wealth Consultants, LLC
● SEC registered since 2018CRD 169091SEC# 801-112994Chesterfield, MO
Reg. AUM
$476.7M
Employees
15
Accounts
1,624
Location
Chesterfield, MO
Mbm Wealth Consultants, LLC assets under management
Mbm Wealth Consultants, LLC is a registered investment adviser overseen by the SEC based in Chesterfield, MO. The firm has been registered since 2018. It reports $476.7 million in regulatory assets under management and employs 15 people.
Mbm Wealth Consultants, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Aaron Lapides Control | Principal, Chief Compliance Officer | Under 5% | 2013 |
| Matthew Lawrence Westhoff Control | Principal | Under 5% | 2013 |
| Mbm Wealth Group, LLC Control | Sole Member | Over 75% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Mbm Wealth Consultants, LLC manage?
Mbm Wealth Consultants, LLC reports $476.7 million in regulatory assets under management on its Form ADV.
How many employees does Mbm Wealth Consultants, LLC have?
Mbm Wealth Consultants, LLC reports 15 employees.
Where is Mbm Wealth Consultants, LLC located?
Mbm Wealth Consultants, LLC is based in Chesterfield, MO and has been SEC-registered since 2018.
Does Mbm Wealth Consultants, LLC disclose fund performance?
Mbm Wealth Consultants, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16401 Swingley Ridge Rd., Suite 450, Chesterfield, MO 63017 |
| Phone | (636) 274-6262 |
| Fax | (636) 274-6269 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1762068 |
| Discloses disciplinary history | No |
Regulatory AUM
$476.7M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$476.7Mregulatory AUM
Discretionary $476.7M