Mbm Wealth Consultants, Llc
- Regulatory AUM
- $477M
- Discretionary
- $477M
- Clients
- 642
- Avg AUM / client
- $742K
- Accounts
- 1,624
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 473 | $151M | 31.6% |
| High net worth individuals | 131 | $302M | 63.4% |
| Pension and profit sharing plans | 28 | $19.4M | 4.08% |
| Charitable organizations | 8 | $2.8M | 0.59% |
| Corporations and other businesses | 2 | $1.3M | 0.27% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Aaron Lapides | Principal, Chief Compliance Officer | Nov 2013 (13y) | ≈ 37.5% – 75% via Mbm Wealth Group, Llc | |
| Matthew Lawrence Westhoff | Principal | CFP | Nov 2013 (13y) | ≈ 37.5% – 75% via Mbm Wealth Group, Llc |
| William Robert Weckback | Registered representative | CFP | Nov 2013 (13y) | |
| Andrew Mc Cluer | Registered representative | CFP | Dec 2022 (4y) | |
| Maria Alvarez | Registered representative | CFP | Dec 2022 (4y) | |
| Geoffrey Eikmann | Registered representative | CFA | Aug 2023 (3y) | |
| Andrew Steven Kowal | Registered representative | May 2025 (1y) | ||
| Jesse Quinn Dusablon | Registered representative | Apr 2026 (0y) | ||
| Justin Scott Fowler | Registered representative | CFP | May 2026 (0y) | |
| Elizabeth S Isaacs | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mbm Wealth Group, Llc | Sole Member | Jan 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Matthew Aaron Lapides: 50% – 75% of Mbm Wealth Group, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Matthew Lawrence Westhoff: 50% – 75% of Mbm Wealth Group, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 990 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $477M (100% of AUM) May 2026
- TD Ameritrade $104M (40% of AUM) Feb 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗