← Directory
MBM WEALTH CONSULTANTS, LLC
CRD 169091File 801-112994
APPROVED
Retail clients
Custody
Filing as of May 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$476.7M
Above cohort median (national)
Discretionary AUM
$476.7M
Clients
642
1,624 accounts
Employees
15
Below cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 27, 2018
- Principal office
- 16401 SWINGLEY RIDGE RD., SUITE 450, CHESTERFIELD, MO, 63017
- Phone
- (636) 274-6262
- Website
- HTTPS://WWW.MBMWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $476.7M
- Discretionary AUM
- $476.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,624
- Non-discretionary accounts
- 0
- Total accounts
- 1,624
- AUM per client
- $742K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.3M |
| Charitable organizations | 8 | $2.8M |
| High net worth individuals | 131 | $302.4M |
| Pension and profit sharing plans | 28 | $19.4M |
| Individuals (other than high net worth individuals) | 473 | $150.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 13 | 15 | increased by2 |
| Apr 1, 2026 | Employees | 11 | 13 | increased by2 |
| Apr 1, 2026 | Clients | 602 | 642 | increased by40 |
| Apr 1, 2026 | AUM | $417,890,470 | $476,665,130 | increased by$58,774,660 |
| Apr 1, 2026 | Accounts | 1,542 | 1,624 | increased by82 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 495 | 602 | increased by107 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $258,676,900 | $417,890,470 | increased by$159,213,570 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,002 | 1,542 | increased by540 |
| Apr 1, 2022 | Clients | 510 | 495 | decreased by15 |
| Apr 1, 2022 | AUM | $214,564,457 | $258,676,900 | increased by$44,112,443 |
| Apr 1, 2022 | Accounts | 916 | 1,002 | increased by86 |
| Feb 1, 2022 | Employees | 11 | 10 | decreased by1 |
| Jun 1, 2021 | Custody | No | Yes | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MBM WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MBM WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.