MBM WEALTH CONSULTANTS, LLC
C28
CRD 169091·SEC 801-112994·CHESTERFIELD, MO
AUM
$476.7M
$100M-$500M
Est. Revenue
$4.8M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $129.4M
'21 · $173.8M
'22 · $214.6M
'23 · $258.7M
'25 · $417.9M
'26 · $476.7M
'20'26
$129.4M → $476.7M▲ +268%
Client mix
| Individuals Other | 473 |
| Individuals High Net Worth | 131 |
| Pension Profit Sharing Plans | 28 |
| Charitable Organizations | 8 |
| Corporations | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 5 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 6 advisors
'26 · 7 advisors
'20'26
5 advisors → 7 advisors▲ +40%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
16401 SWINGLEY RIDGE ROADSUITE 450CHESTERFIELD, MO 63017
Business
16401 SWINGLEY RIDGE ROADSUITE 450CHESTERFIELD, MO 63017
Edgar Recent Filings
13F-HR2026-04-20 · 0001762068-26-000004
13F-HR2026-01-26 · 0001762068-26-000003
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited