DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Mbm Wealth Consultants, LLC
Latest filing May 27, 2026
First filing on the tape Mar 28, 2018 · 34 filings
SEC status approved since Apr 27, 2018
RAUM
$477M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
95%
$453M individuals and HNW
Advisors
10
registered through the firm on IAPD
RAUM per advisor
$47.7M
derived; firm RAUM over IAPD count
Employees
15
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$477M as of May 27, 2026
Mar 27, 2019$129M then
HNW client RAUM$302M as of May 27, 2026
Mar 27, 2019$66.4M then
State-registered IARs (5.B.3)9 as of May 27, 2026
Mar 27, 20196 then
Employees (5.A)15 as of May 27, 2026
Mar 27, 201911 then
Private funds: no history
RAUM +14% over the last fiscal year+26% a year over threeIARs 6 to 9
Practice profile
derived from the filing of May 27, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $47.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 60derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $293,513derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 4.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 10.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- +50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.7%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $25.2M, 13 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$302M63%
- Individuals$151M32%
- Pension and profit-sharing plans$19.4M4.1%
- Charitable organizations$2.8M0.6%
- Corporations and businesses$1.3M0.3%
- Individual clients
- 473reported
- HNW clients
- 131reported
- Pension plan clients
- 28reported
- Charitable clients
- 8reported
- Accounts
- 1,624reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $25.2M for 13 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
10 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Matthew Aaron Lapides | Chesterfield, Mo | Nov 30, 2013 | 22 y | 3 |
| Matthew Lawrence WesthoffCertified Financial Planner | Chesterfield, Mo | Nov 30, 2013 | 21 y | 2 |
| William Robert WeckbackCertified Financial Planner | Chesterfield, Mo | Nov 30, 2013 | 29 y | 2 |
| Andrew MccluerCertified Financial Planner | Chesterfield, Mo | Dec 13, 2022 | 14 y | 3 |
| Maria AlvarezCertified Financial Planner | Chesterfield, Mo | Dec 15, 2022 | 12 y | 1 |
| Geoffrey EikmannChartered Financial Analyst | Chesterfield, Mo | Aug 17, 2023 | 12 y | 1 |
| Andrew Steven Kowal | Chesterfield, Mo | May 1, 2025 | 11 y | 3 |
| Jesse Quinn Dusablon | St. Johns, Fl | Apr 17, 2026 | 12 y | 2 |
| Justin Scott FowlerCertified Financial Planner | Chesterfield, Mo | May 1, 2026 | 24 y | 2 |
| Elizabeth S Isaacs | Glendale, Ca | Jun 25, 2026 | 13 y | 1 |
Advisor movement
1 left, 3 joined in 12 months
net +2 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 10% of current headcount1 left over 36 months
Left, latest
- Jonathan Ewanio to Saxony Capital Management, LLCJun 9, 2026 · RIA to RIA
- Adam Charles Kruger to Moneta Group Investment Advisors, LLCAug 10, 2022 · RIA to RIA
Joined, latest
- Elizabeth S Isaacs from Edward JonesJun 25, 2026 · Affiliated broker-dealer or bank to independent RIA
- Justin Scott Fowler from Cliftonlarsonallen Wealth Advisors, LLCMay 1, 2026 · Affiliated broker-dealer or bank to independent RIA
- Jesse Quinn Dusablon from Advice And Planning ServicesApr 17, 2026 · Affiliated broker-dealer or bank to independent RIA
- Jonathan Ewanio from Saxony Capital Management, LLCJun 10, 2025 · RIA to RIA
- Andrew Steven Kowal from LPL Financial LLCMay 1, 2025 · Affiliated broker-dealer or bank to independent RIA
- Geoffrey Eikmann from Moneta Group Investment Advisors, LLCAug 17, 2023 · RIA to RIA
- Maria Alvarez from MML Investors Services, LLCDec 15, 2022 · Affiliated broker-dealer or bank to independent RIA
- Andrew Mccluer from Charles Schwab & Co., Inc.Dec 13, 2022 · Affiliated broker-dealer or bank to independent RIA
- Adam Charles Kruger from Saxony Capital Management, LLCNov 18, 2015 · Other
- Matthew Aaron Lapides from Oneamerica Securities, Inc.Nov 30, 2013 · Other
- William Robert Weckback from Oneamerica Securities, Inc.Nov 30, 2013 · Other
- Matthew Lawrence Westhoff from Oneamerica Securities, Inc.Nov 30, 2013 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Aaron Matthew Lapides · Principal, Chief Compliance Officercontrolsince 11/2013 · owns less than 5%
- Lawrence Matthew Westhoff · Principalcontrolsince 11/2013 · owns less than 5%
- Aaron Matthew Lapides · Membercontrolsince 01/2020 · owns 50% to 75% of Mbm Wealth Group, LLC
- Lawrence Matthew Westhoff · Membercontrolsince 01/2020 · owns 50% to 75% of Mbm Wealth Group, LLC
Entity owners
- Mbm Wealth Group, LLC · Sole Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Mbm Insurance Services, LLCreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Chesterfield, Mo · principal | 10 | 3 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- advisor count surgeChange between filings · filing Apr 10, 2026advisory representatives (Item 5.B.3) moved from 6.0 to 9.0 (+50.0%) between the annual amendments of 2025-03-20 and 2026-04-10; the peer median change was 0.0% (965 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $100M to $500M (965) · 97% percentile
What changed
consecutive filings, newest first
- Other offices · 1 to 0Apr 10, 2026 to May 27, 2026
- Advisory employees · 6 to 7Mar 27, 2026 to Apr 10, 2026
- Employees · 13 to 15Mar 27, 2026 to Apr 10, 2026
- State-registered IARs · 6 to 9Mar 27, 2026 to Apr 10, 2026
- Other offices · 0 to 1Mar 27, 2026 to Apr 10, 2026
- Accounts · 1,542 to 1,624Nov 14, 2025 to Mar 27, 2026
- Charity clients · 7 to 8Nov 14, 2025 to Mar 27, 2026
- Corporate clients · 1 to 2Nov 14, 2025 to Mar 27, 2026
- HNW clients · 115 to 131Nov 14, 2025 to Mar 27, 2026
- Individual clients · 451 to 473Nov 14, 2025 to Mar 27, 2026
- Assets in custody · $12.8M to $25.2MNov 14, 2025 to Mar 27, 2026
- Employees · 11 to 13Nov 14, 2025 to Mar 27, 2026
- Financial planning clients · 101-250 to 251-500Nov 14, 2025 to Mar 27, 2026
- Discretionary RAUM · $418M to $477MNov 14, 2025 to Mar 27, 2026
- HNW RAUM · $257M to $302MNov 14, 2025 to Mar 27, 2026
- Individual RAUM · $140M to $151MNov 14, 2025 to Mar 27, 2026
- Pension RAUM · $16.8M to $19.4MNov 14, 2025 to Mar 27, 2026
- RAUM · $418M to $477MNov 14, 2025 to Mar 27, 2026
- Financial planning clients · 101-250 to 101-250Mar 20, 2025 to Jun 4, 2025
- Pension plan clients · 17 to 28Jun 13, 2024 to Mar 20, 2025
- Assets in custody · $9.9M to $12.8MJun 13, 2024 to Mar 20, 2025
- State-registered IARs · 7 to 6Jun 13, 2024 to Mar 20, 2025
- Discretionary RAUM · $335M to $418MJun 13, 2024 to Mar 20, 2025
- HNW RAUM · $193M to $257MJun 13, 2024 to Mar 20, 2025
- Individual RAUM · $127M to $140MJun 13, 2024 to Mar 20, 2025
- Pension RAUM · $10.9M to $16.8MJun 13, 2024 to Mar 20, 2025
- RAUM · $335M to $418MJun 13, 2024 to Mar 20, 2025
- Accounts · 1,385 to 1,542Jun 13, 2024 to Mar 20, 2025
- BD registered reps · 2 to 1Jun 13, 2024 to Mar 20, 2025
- Corporate clients · 3 to 1Jun 13, 2024 to Mar 20, 2025
- HNW clients · 96 to 115Jun 13, 2024 to Mar 20, 2025
- Accounts · 1,091 to 1,385Feb 13, 2024 to Mar 20, 2024
- Advisory employees · 5 to 6Feb 13, 2024 to Mar 20, 2024
- Corporate clients · 1 to 3Feb 13, 2024 to Mar 20, 2024
- HNW clients · 282 to 96Feb 13, 2024 to Mar 20, 2024
- Individual clients · 801 to 451Feb 13, 2024 to Mar 20, 2024
- Pension plan clients · 7 to 17Feb 13, 2024 to Mar 20, 2024
- Assets in custody · $8.7M to $9.9MFeb 13, 2024 to Mar 20, 2024
- Employees · 10 to 11Feb 13, 2024 to Mar 20, 2024
- Financial planning clients · 51-100 to 101-250Feb 13, 2024 to Mar 20, 2024
Signals
5 dated events
- Jonathan Ewanio left Mbm Wealth Consultants, Llc for Saxony Capital Management, Llc (registered 2026-08-04)Jun 9, 2026 · Advisor changed firm · fact
- Adam Charles Kruger left Mbm Wealth Consultants, Llc for Moneta Group Investment Advisors, Llc (registered 2022-08-23)Aug 10, 2022 · Advisor changed firm · fact
- Charles Adam Kruger (Chief Compliance Officer) no longer on Schedule A of Mbm Wealth Consultants, Llc (listed 2022-06-01, absent 2022-08-10)Aug 10, 2022 · Control person left · inference
- Robert William Weckback (Principal) no longer on Schedule A of Mbm Wealth Consultants, Llc (listed 2019-11-26, absent 2020-01-30)Jan 30, 2020 · Control person left · inference
- Mbm Wealth Consultants, Llc filed its initial SEC registration (Form ADV)Mar 28, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@mbmwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 636-274-6262reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/MBM-WEALTH-CONSULTANTSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- MBMWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (636) 274-6262reportedpublic record, Form ADV, May 27, 2026
- Contact form
- mbmwealth.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- mbmwealth.com/who-we-arereportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $47.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026