Wealth manager, independent · Chesterfield, MO
MBM Wealth Consultants, LLC
SEC-registered investment adviser · CRD 169091 · SEC 801-112994
At a glance
MBM Wealth Consultants, LLC is an SEC-registered investment adviser based in Chesterfield, Missouri, with $477 million in regulatory assets under management as of its Form ADV filed May 27, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 604 individual clients. By Form ADV it is a wealth manager, ranked 3,007th of 8,915 wealth managers and 8,023rd of 17,210 SEC-registered advisers by assets.
Main office 636-274-6262mbmwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $477M
- Rank among wealth managers
- #3,007 of 8,915
- Rank among all SEC RIAs
- #8,023 of 17,210
- Rank in Missouri
- #100 of 196
- Individual clients
- 604
- High-net-worth clients
- 131
- Accounts
- 1,624
- Discretionary
- 100% of AUM
- Employees
- 15
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- Matthew A. LapidesPrincipal, Chief Compliance Officer
- Matthew L. WesthoffPrincipal
Custody and brokerage
Broker-dealer
Hybrid RIA
MBM Wealth Consultants, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
Under this arrangement, certain of the Firm’s Supervised Persons, in their individual capacities as registered representatives of Purshe Kaplan Sterling Investments, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 131 | $302M | 63% |
| Individuals | 473 | $151M | 32% |
| Pension and profit sharing plans | 28 | $19M | 4% |
| Charitable organizations | 8 | $3M | <1% |
| Corporations or other businesses | 2 | $1M | <1% |
Disciplinary disclosures
MBM Wealth Consultants, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗mbmwealth.com ↗
AtlasMembers
The full record on MBM Wealth Consultants, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 5,577 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does MBM Wealth Consultants, LLC manage?
MBM Wealth Consultants, LLC reports $477 million in regulatory assets under management across 1,624 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 27, 2026.
What kind of firm is MBM Wealth Consultants, LLC?
MBM Wealth Consultants, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are MBM Wealth Consultants, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($302 million, 131 clients); individuals ($151 million, 473 clients); pension and profit sharing plans ($19 million, 28 clients).
Does MBM Wealth Consultants, LLC have any disciplinary history?
MBM Wealth Consultants, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is MBM Wealth Consultants, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →