MBE Wealth Management, LLC

RIASEC Registered

Total AUM

$977M

Discretionary

$750M

77% of AUM

Avg account

$181K

Accounts

5,412

Employees

Advisory reps

Firm details

Headquarters: Tomah, Wisconsin
CRD number: 165516
Registered since: July 7, 2017
Website: mbewealth.com
Custodians: CHARLES SCHWAB & CO., INC., EMPOWER TRUST COMPANY, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI40.06%
Individuals36.33%
Pension & Profit Sharing Plans23.26%
Charitable Organizations0.35%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

MBE Wealth Management, LLC is an independent registered investment adviser that provides financial planning and portfolio management for individuals, families and small businesses, and also offers pension consulting and manager selection services. The firm is SEC registered (registration established in 2017) and positions itself as a capital allocator that blends discretionary portfolio management with fee arrangements that include a percentage of AUM, hourly charges and fixed fees. MBE signals an ESG orientation in its investment approach and lists an accountant among its industry affiliations.