Data / Investment advisers / Wisconsin / Mbe Wealth Management, LLC
Mbe Wealth Management, LLC, Tomah, WI: $977 million AUM, SEC registered investment adviser
Mbe Wealth Management, LLC is an SEC registered investment adviser with its main office in Tomah, Wisconsin and reports $977 million in regulatory assets under management in its Form ADV filed July 7, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 165516
- SEC file number
- 801-110772
- SEC status
- Approved, effective July 7, 2017
- Main office
- 200 W. Warren St., Tomah, WI 54660
- Phone
- (608) 372-5521
- Regulatory AUM
- $977,101,000 in the Form ADV filed July 7, 2026
- Discretionary AUM
- $749,875,000
- Non discretionary AUM
- $227,226,000
- Accounts
- 5,412
- Employees
- 18, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 7
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 180 | $391.5 million |
| Individuals (other than high net worth individuals) | 2,356 | $355 million |
| Pension and profit sharing plans | 62 | $227.2 million |
| Charitable organizations | Fewer than 5 | $3.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $977.1 million | February 4, 2026 |
| December 1, 2025 | $859.6 million | August 6, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Goldstein Advisors, LLC | Madison | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Spectrum Investment Advisors, Inc. | Mequon | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Form Wealth Advisors, LLC | Lake Geneva | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Walkner Condon Financial Advisors LLC | Verona | $1.03 billion | Not listed | adviserinfo.sec.gov |
| McGlone Suttner Wealth Management, Inc. | Appleton | $1.01 billion | Not listed | adviserinfo.sec.gov |
| Rosemeyer Management Group | Platteville | $914 million | Not listed | adviserinfo.sec.gov |
| Bernicke Wealth Management | Altoona | $887.4 million | Not listed | adviserinfo.sec.gov |
| Milestone Investment Advisors, LLC | Middleton | $877.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Mbe Wealth Management, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.