firm profile
MBM Wealth Consultants, LLC
Overview
MBM Wealth Consultants, LLC is an SEC registered investment adviser based in Chesterfield, MO, registered since 2018. It reports $477M in assets under management across 1,624 accounts, with 15 employees. It has 10 investment adviser representatives.
- Reported AUM
- $477M
- Discretionary
- 100%
- Accounts
- 1,624
- Average account
- $294K
- Employees
- 15
- Advisory reps
- 10
- Registered since
- 2018
- Jurisdictions
- 16
As reported in the firm's May 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 2 of 2
- Matthew Aaron Lapides Principal, Chief Compliance Officer CRD 4899268
- Matthew Lawrence Westhoff Principal CRD 4941808
Advisory reps 3 of 10
- Maria T Alvarez Insurance Agent · Investment Adviser Rep CRD 6372417
- Jesse Quinn Dusablon Insurance Agent · Investment Adviser Rep CRD 6327640
- Geoffrey Eikmann Investment Adviser Rep CRD 5626037
7 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 16401 Swingley Ridge Rd Ste 450
Chesterfield, MO 63017 - County
- Saint Louis
- Metro area
- St. Louis, MO-IL
- Region
- Midwest
Registrations
- SEC registered
- Registered in 16 jurisdictions
- Website: mbmwealth.com
Every state, with registration dates
Similar firms near Chesterfield
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- Larson Capital Management, LLCChesterfield, MO$1.4B AUM
- Syntegra Private Wealth Group LLCChesterfield, MO$1.4B AUM
- Brand Asset Management Group, Inc.Chesterfield, MO$1.2B AUM
- Clark Financial Services Group, Inc.Chesterfield, MO$499M AUM
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