MBM Wealth Consultants, LLC
MBM Wealth Consultants, LLC is a Missouri-headquartered investment adviser and wealth management firm established to provide financial planning, consulting, and investment management services. Located in Chesterfield, Missouri, the firm serves individuals, high-net-worth individuals, pension plans, and charitable organizations. As of June 2025, the firm manages approximately $417.9 million in assets and operates with a team of 11 employees, with over half dedicated to investment functions. MBM Wealth Consultants focuses on long-term wealth stewardship, aiming to offer personalized solutions that cater to a diverse client base including both individual and institutional investors.
Investment Strategy
MBM Wealth Consultants, LLC provides discretionary investment management and financial planning tailored to diverse client types, primarily individuals and high-net-worth individuals. The firm emphasizes portfolio diversification across equities, ETFs, and fixed income, as reflected in their significant holdings in major technology, energy, and healthcare stocks, as well as diversified ETFs. Their approach includes ongoing research, asset allocation, and portfolio rebalancing to optimize returns and manage risk. They work closely with clients to understand their unique financial goals, risk profiles, and time horizons, constructing customized portfolios and providing ongoing reallocation as market conditions and client circumstances evolve. A disciplined process and long-term focus define their investment philosophy.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 13.46% | $50.3M | 114,662 | $203.71 | $438.40 | +$8.3M |
V VYM | VANGUARD WHITEHALL FDS | 11.72% | $43.8M | 328,449 | $99.84 | $133.31 | +$2.3M |
V VOO | VANGUARD INDEX FDS | 11.65% | $43.5M | 76,620 | $358.89 | $568.03 | +$4.8M |
V VB | VANGUARD INDEX FDS | 5.21% | $19.5M | 82,151 | $175.25 | $236.98 | +$2.1M |
P PULS | PGIM ETF TR | 4.66% | $17.4M | 350,138 | $49.60 | $49.76 | +$952.8K |