# MBE Wealth Management

MBE Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://mbewealth.com
- **LinkedIn:** https://www.linkedin.com/company/mbe-wealth-management-llc

## Regulatory record

- **CRD number:** 165516
- **SEC file number:** 801-110772
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165516

## About

MBE Wealth Management, LLC is an SEC-registered investment adviser in Tomah, WI, registered since 2017. The firm manages $977 million in assets, with $750 million on a discretionary basis. It has 18 employees and 10 investment advisers.

## Questions

### Who leads investment decisions at MBE Wealth Management?

No named principals, investment committee members, or senior executives are publicly associated with MBE Wealth Management. The firm has no identifiable leadership in public records, regulatory filings, or professional platforms.

### Does MBE Wealth Management participate in direct investments or fund commitments?

It is not known whether MBE Wealth Management makes direct investments or commits capital to external funds. The firm's investment approach is not disclosed, and no portfolio holdings, co-investments, or fund relationships are documented in public sources.

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Last updated: 2026-07-06T01:24:21.061Z

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