Mbm Wealth Consultants, LLC

MBM Wealth Consultants, LLC is an SEC registered investment adviser that offers financial planning, consulting, and investment management services. The firm was established in November 2013 and transitioned to SEC registration in April 2018. As of December 31, 2024, MBM had $417,890,470 of assets under management, managed on a discretionary basis. MBM tailors its services to meet individual client needs, offering services such as business planning, retirement planning, and investment consulting. The firm primarily allocates client assets among individual debt and equity securities, options, ETFs, and mutual funds. MBM may also recommend investments in privately placed securities for accredited investors. Clients have discretion over decisions and may impose restrictions on account management. MBM charges fees based on assets under management, with annual fees ranging from 0.25% to 1.50% based on portfolio value. The firm does not engage in performance-based fees or side-by-side management. MBM utilizes fundamental, technical, and cyclical methods of analysis in managing client portfolios. The firm does not act as a custodian of client assets and does not vote client securities. MBM does not have any disciplinary events and does not provide financial information as it does not require prepayment exceeding $1,200 or have financial conditions that may impair its commitments.