MBE WEALTH MANAGEMENT, LLC

CRD 165516File 801-110772

APPROVED

Retail clients

Custody

Filing as of Jul 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$977.1M

Above cohort median (national)

Discretionary AUM

$749.9M

Non-discretionary $227.2M

Clients

2,598

5,412 accounts

Employees

Above cohort median in WI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jul 7, 2017
Principal office: 200 W. WARREN ST., TOMAH, WI, 54660
Phone: 608-372-5521
Website: https://www.linkedin.com/company/mbe-wealth-management-llc

Assets & accounts

ADV Item 5F

Total regulatory AUM: $977.1M
Discretionary AUM: $749.9M
Non-discretionary AUM: $227.2M
Discretionary accounts: 5,350
Non-discretionary accounts: 62
Total accounts: 5,412
AUM per client: $376K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$3.4M
High net worth individuals	180	$391.5M
Pension and profit sharing plans	62	$227.2M
Individuals (other than high net worth individuals)	2,356	$355.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.