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MBM Wealth Consultants
MBM Wealth Consultants, LLC operates as an SEC-registered investment adviser. Its primary client relationship centers on the Harley-Davidson Master Trust...
Overview
MBM Wealth Consultants, LLC operates as an SEC-registered investment adviser. Its primary client relationship centers on the Harley-Davidson Master Trust Fund, a defined benefit plan created in 1981 for US employees of Harley-Davidson Motor Company. The firm allocates across private equity, REITs, commodity contracts, and public equities. Confirmed holdings include positions in VUG, VYM, VOO, AAPL, NVDA, and NET. Geographic exposure centers on the United States with additional allocations noted in diversified strategies. MBM maintains a parent relationship with MBM Wealth Group, LLC. It works with service providers including Purshe Kaplan Sterling Investments and AXOS Advisor Services. No operational events from the last 24 months appear in available records. The firm sponsors Wings of Hope and holds membership in the Greater St. Louis Business Aviation Association through its compliance officer's board role.
General information
Firm type
Pension Fund
Year founded
1981
Location
Region
North America
Country
United States
City
Chesterfield
Corporate office
3700 West Juneau Avenue
Principals
Adam Kruger
Chief Compliance Officer
Sector focus
Frequently asked questions
Who runs investment decisions at MBM Wealth Consultants?
Adam Kruger serves as Chief Compliance Officer. No other named investment leads appear in records.
What is MBM Wealth Consultants' primary client relationship?
The firm provides consulting and investment services to the Harley-Davidson Master Trust Fund, a defined benefit plan established in 1981.
Does MBM Wealth Consultants participate in fund commitments or direct deals?
Records show allocations to private equity, secondaries, and venture strategies alongside public equity holdings.
Where does MBM Wealth Consultants maintain its headquarters?
The firm is based in Chesterfield, Missouri, United States.
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