MBE WEALTH MANAGEMENT, LLC
CRD #165516 SEC #801-110772 TOMAH, WI 608-372-5521
SEC Registered
Total AUM
$859.6M
Discretionary
$649M
Employees
17
Clients
101
Accounts
2,530
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $859.6M | $649M | $210.7M | 17 | 0 |
| Mar 2025 | $859.6M | $649M | $210.7M | 17 | 0 |
| Jan 2025 | $859.6M | $649M | $210.7M | 17 | 0 |
| Jun 2024 | $725.5M | $548M | $177.5M | 12 | 0 |
| Apr 2024 | $725.5M | $548M | $177.5M | 12 | 0 |
| Apr 2024 | $725.5M | $548M | $177.5M | 12 | 0 |
| Jan 2024 | $725.5M | $548M | $177.5M | 12 | 0 |
| Oct 2023 | $449.6M | $449.6M | $0 | 12 | 0 |
| Sep 2023 | $449.6M | $449.6M | $0 | 12 | 0 |
| Feb 2023 | $449.6M | $449.6M | $0 | 12 | 0 |
| Feb 2023 | $449.6M | $449.6M | $0 | 12 | 0 |
| Oct 2022 | $471.1M | $471.1M | $0 | 13 | 0 |
| Oct 2022 | $471.1M | $471.1M | $0 | 13 | 0 |
| Jun 2022 | $471.1M | $471.1M | $0 | 13 | 0 |
| Apr 2022 | $471.1M | $471.1M | $0 | 13 | 0 |
| Jan 2022 | $471.1M | $471.1M | $0 | 13 | 0 |
| Feb 2021 | $367.1M | $367.1M | $0 | 10 | 0 |
| Jul 2020 | $404.3M | $285.5M | $118.8M | 10 | 0 |
| Jun 2020 | $404.3M | $285.5M | $118.8M | 10 | 0 |
| Apr 2020 | $404.3M | $285.5M | $118.8M | 10 | 0 |
| Mar 2020 | $404.3M | $285.5M | $118.8M | 10 | 0 |
| Dec 2019 | $302M | $208.2M | $93.8M | 10 | 0 |
| Oct 2019 | $302M | $208.2M | $93.8M | 10 | 0 |
| Mar 2019 | $302M | $208.2M | $93.8M | 10 | 0 |
| Nov 2018 | $172.5M | $172.5M | $0 | 10 | 0 |
| Oct 2018 | $172.5M | $172.5M | $0 | 10 | 0 |
| Aug 2018 | $172.5M | $172.5M | $0 | 10 | 0 |
| Mar 2018 | $172.5M | $172.5M | $0 | 7 | 0 |
| Jun 2017 | $141M | $141M | $0 | 8 | 900 |
DateAug 2025
Total AUM$859.6M
Discretionary$649M
Non-Disc.$210.7M
Employees17
Clients0
DateMar 2025
Total AUM$859.6M
Discretionary$649M
Non-Disc.$210.7M
Employees17
Clients0
DateJan 2025
Total AUM$859.6M
Discretionary$649M
Non-Disc.$210.7M
Employees17
Clients0
DateJun 2024
Total AUM$725.5M
Discretionary$548M
Non-Disc.$177.5M
Employees12
Clients0
DateApr 2024
Total AUM$725.5M
Discretionary$548M
Non-Disc.$177.5M
Employees12
Clients0
DateApr 2024
Total AUM$725.5M
Discretionary$548M
Non-Disc.$177.5M
Employees12
Clients0
DateJan 2024
Total AUM$725.5M
Discretionary$548M
Non-Disc.$177.5M
Employees12
Clients0
DateOct 2023
Total AUM$449.6M
Discretionary$449.6M
Non-Disc.$0
Employees12
Clients0
DateSep 2023
Total AUM$449.6M
Discretionary$449.6M
Non-Disc.$0
Employees12
Clients0
DateFeb 2023
Total AUM$449.6M
Discretionary$449.6M
Non-Disc.$0
Employees12
Clients0
DateFeb 2023
Total AUM$449.6M
Discretionary$449.6M
Non-Disc.$0
Employees12
Clients0
DateOct 2022
Total AUM$471.1M
Discretionary$471.1M
Non-Disc.$0
Employees13
Clients0
DateOct 2022
Total AUM$471.1M
Discretionary$471.1M
Non-Disc.$0
Employees13
Clients0
DateJun 2022
Total AUM$471.1M
Discretionary$471.1M
Non-Disc.$0
Employees13
Clients0
DateApr 2022
Total AUM$471.1M
Discretionary$471.1M
Non-Disc.$0
Employees13
Clients0
DateJan 2022
Total AUM$471.1M
Discretionary$471.1M
Non-Disc.$0
Employees13
Clients0
DateFeb 2021
Total AUM$367.1M
Discretionary$367.1M
Non-Disc.$0
Employees10
Clients0
DateJul 2020
Total AUM$404.3M
Discretionary$285.5M
Non-Disc.$118.8M
Employees10
Clients0
DateJun 2020
Total AUM$404.3M
Discretionary$285.5M
Non-Disc.$118.8M
Employees10
Clients0
DateApr 2020
Total AUM$404.3M
Discretionary$285.5M
Non-Disc.$118.8M
Employees10
Clients0
DateMar 2020
Total AUM$404.3M
Discretionary$285.5M
Non-Disc.$118.8M
Employees10
Clients0
DateDec 2019
Total AUM$302M
Discretionary$208.2M
Non-Disc.$93.8M
Employees10
Clients0
DateOct 2019
Total AUM$302M
Discretionary$208.2M
Non-Disc.$93.8M
Employees10
Clients0
DateMar 2019
Total AUM$302M
Discretionary$208.2M
Non-Disc.$93.8M
Employees10
Clients0
DateNov 2018
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees10
Clients0
DateOct 2018
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees10
Clients0
DateAug 2018
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees7
Clients0
DateJun 2017
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees8
Clients900