Mbe Wealth Management, LLC
Tomah, WI·SEC-registered · CRD #165516
Mbe Wealth Management, LLC is an SEC-registered investment advisory firm in Tomah, WI managing $977M across 5.5k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$977M
Client accounts
5.5k
Advisory staff
10
Fee model
Fee-based
How Mbe Wealth Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Mbe Wealth Management, LLC
How much does Mbe Wealth Management, LLC manage?
Per its most recent SEC Form ADV filing (02/04/2026), Mbe Wealth Management, LLC reports $977M in regulatory assets under management across roughly 5.5k client accounts.
How does Mbe Wealth Management, LLC charge?
Mbe Wealth Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Mbe Wealth Management, LLC a fiduciary?
Yes. Mbe Wealth Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #165516), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Mbe Wealth Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Mbe Wealth Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Tomah, WI
Profile compiled from Mbe Wealth Management, LLC's public SEC Form ADV filing (CRD #165516, filed 02/04/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Mbe Wealth Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Mbe Wealth Management, LLC? Claim this profile.