Mbe Wealth Management, LLC
● SEC registered since 2017CRD 165516SEC# 801-110772Tomah, WI
Reg. AUM
$977.1M
Employees
18
Accounts
5,412
Location
Tomah, WI
Mbe Wealth Management, LLC assets under management
Mbe Wealth Management, LLC is an SEC-registered investment adviser based in Tomah, WI. The firm has been registered since 2017. It reports $977.1 million in regulatory assets under management and employs 18 people.
Mbe Wealth Management, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Due North Financial, LLC | Member | 10-25% | 2015 |
| Joe Berry LLC Control | Member | 10-25% | 2011 |
| Joseph Lee Berry Control | Chief Compliance Officer/Financial Advisor | Under 5% | 2016 |
| Jphenrich Financial Planning, LLC Control | Member | 10-25% | 2026 |
| Krueger Wealth Management, LLC | Member | 10-25% | 2015 |
| Mbe Cpa LLP | Managing Member | 25-50% | 2013 |
| Pruitt Financial Planning, LLC | Member | 10-25% | 2020 |
| Brent Douglas Brinker Control | Managing Member | Over 75% | 2015 |
| Frank Vinopal | Managing Member | 25-50% | 2019 |
| Jacob Adam Krueger Control | Managing Member | Over 75% | 2015 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Mbe Wealth Management, LLC manage?
Mbe Wealth Management, LLC reports $977.1 million in regulatory assets under management on its Form ADV.
How many employees does Mbe Wealth Management, LLC have?
Mbe Wealth Management, LLC reports 18 employees.
Where is Mbe Wealth Management, LLC located?
Mbe Wealth Management, LLC is based in Tomah, WI and has been SEC-registered since 2017.
Does Mbe Wealth Management, LLC disclose fund performance?
Mbe Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 W. Warren St., Tomah, WI 54660 |
| Phone | 608-372-5521 |
| Fax | 608-372-5518 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1775850 |
| Discloses disciplinary history | No |
Regulatory AUM
$977.1M▲ 14%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,306 advisers
EmployeesTop 26%
More than 74% of 16,824 advisers
Assets under management
$977.1Mregulatory AUM
Discretionary $749.9MNon-discretionary $227.2M