Jphenrich Financial Planning, LLC
MemberMbe Wealth Management, LLC
About Jphenrich Financial Planning, LLC
Jphenrich Financial Planning, LLC is listed as Member at Mbe Wealth Management, LLC in Tomah, WI. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Mbe Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jphenrich Financial Planning, LLC work?
Jphenrich Financial Planning, LLC is listed as Member at Mbe Wealth Management, LLC on SEC Form ADV.
How much of Mbe Wealth Management, LLC does Jphenrich Financial Planning, LLC own?
Form ADV reports a beneficial ownership band of 10-25%.
Mbe Wealth Management, LLC
| Title | Member |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2026 |