MBM Wealth Consultants, LLC

MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. As of December 31, 2025 the firm reported approximately $476.7 million in discretionary assets under management across roughly 600 clients and also offers trustee services and retirement plan consulting.

The firm manages client assets through tailored model portfolios that primarily allocate among individual equity and debt securities, ETFs, and options, and on a more limited basis mutual funds and Independent Managers; its investment analysis combines fundamental, technical, and cyclical methods. MBM also offers ERISA 3(38) retirement plan investment management and may recommend privately placed securities to accredited investors, and it may employ margin and option strategies where appropriate.

Several operational features distinguish MBM from many peers: some supervised persons are registered representatives of a broker-dealer and also licensed insurance agents affiliated with an in-house insurance agency, which the firm discloses as a potential conflict when commission-based products are recommended. MBM participates in LPL Financial’s institutional platform and disclosed receiving a seven-year forgivable transition payment and ongoing software and support tied to custody at LPL; the firm reports controls and monitoring to address the incentive to recommend that custodian.