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Building 2MBM WEALTH CONSULTANTS, LLC

Map pinCHESTERFIELD, MO
Phone(636) 274-6262
NotebookSEC #801-112994
Total AUM
$476.7M
Employees
15
Clients
642

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16401 SWINGLEY RIDGE RD.
SUITE 450
CHESTERFIELD
MO 63017
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
(636) 274-6262

ReceiptFinancials

Total AUM
$476.7M
Accounts
1,624
Discretionary
$476.7M
Accounts
1,624
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
473
AUM
$150.7M
HNW Individual Clients
131
AUM
$302.4M
Pension/Profit Sharing Plan Clients
28
AUM
$19.4M
Charitable Organization Clients
8
AUM
$2.8M
Corporation or Business Clients
2
AUM
$1.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAILMDMONCNYORTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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