Mbe Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tomah, WI. Its latest Form ADV filing, dated February 4, 2026, reports $977M in regulatory assets under management, 18 employees, 6 offices, and 5,412 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.7% of total clients.
Top client categories% of clientsClients
1
Individuals
90.7%
2,356
2
HNWI
6.9%
180
3
Pension Plans
2.4%
62
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$977Mas of February 4, 2026
Discretionary76.7%
$750M
77% of total RAUM76.7%
Non-discretionary23.3%
$227M
23% of total RAUM23.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$977M
Total Accounts5,412
10Y AUM Change+$836M (+593.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee144:1
10Y Employee Change+10 (+125.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.