CHESTERFIELD, MOCRD 169091Latest ADV April 10, 2026
Mbm Wealth Consultants, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chesterfield, MO. Its latest Form ADV filing, dated April 10, 2026, reports $477M in regulatory assets under management, 15 employees, 1 office, and 1,624 accounts.
Assets Under Management
$477M
Employees
15
Offices
1 office
Total Clients
642
Primary office
CHESTERFIELD, MO
16401 SWINGLEY RIDGE RD., SUITE 450, CHESTERFIELD, MO, United States
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 73.7% of total clients.
Top client categories% of clientsClients
1
Individuals
73.7%
473
2
HNWI
20.4%
131
3
Pension Plans
4.4%
28
4
Charitable
1.2%
8
5
Corporations
0.3%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$477Mas of April 10, 2026
Discretionary100.0%
$477M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$477M
Total Accounts1,624
10Y AUM Change+$372M (+355.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee43:1
10Y Employee Change+5 (+50.0%)
* 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.