MBM WEALTH CONSULTANTS, LLC

400 Chesterfield Center
Suite 125
Chesterfield, Missouri 63017
Tel: (636) 274-6262

About MBM WEALTH CONSULTANTS, LLC

MBM WEALTH CONSULTANTS, LLC, formally registered with the SEC as MBM WEALTH CONSULTANTS, LLC. The firm was established in 04/27/2018. They have over 1 offices throughout the country.

MBM WEALTH CONSULTANTS, LLC is a Chesterfield, Missouri based Financial Planning firm with nearly $334,977,061 assets under management, offering retirement planning & investment advisory services to 1385 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169091
SEC#	801-112994
Assets Managed by Firm	$334,977,061
No. of Clients	1385
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1385	$334,977,061
Individuals (other than high net worth individuals)	451	$126,873,727
High net worth individuals	96	$193,238,940
Pension and profit sharing plans	17	$10,885,798
Charitable organizations	7	$1,961,225
Corporations or other businesses	3	$2,017,371

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NISA INVESTMENT ADVISORS, LLC 7676 Forsyth Blvd Suite 1100 St. Louis, MO, 63105-4141	$306,242,186,324	282	390
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218

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