M
$977.1M Total AUM
$749.9M Disc. AUM
25.2% 3Y CAGR
18 Employees
2,598 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail and Institutional
- Platforms
- Fusion atlasPioneer +more
- Established Date
- 11-06-2012
- Office Locations
- 8
Office Locations
100 Wilburn RD SUN Prairie WI
1136 E. Main Street Reedsburg WI
200 W. Warren St. Tomah WI
About MBE Wealth Management, LLC
MBE Wealth Management is a Wisconsin-based advisory firm serving retirees/pre-retirees, business owners, and families with comprehensive financial planning, retirement income planning, and business retirement plan design and transition support. The CFP team uses eMoney and RightCapital and works with Charles Schwab. Affiliation with MBE CPAs enables integrated tax strategy, including tax-efficient portfolio and NUA planning.
Team overview
37 AVG AGE
$97.7M AVG AUM / ADVISOR
$376.1K AVG AUM / CLIENT
7.1 yrs AVG TENURE
18 Employees
10 Advisory Reps
10 RIA Reps
13yrs Firm Age
Insights
Full visibility includes strategy notes for signal unison radial.
Request access to benchmark trends tied to optima crest.
Open the full profile to inspect shifts in fusion vector.
Unlock to compare peer behavior around insight focus.
See the complete signal summary connected to atlas fusion.
Full visibility includes strategy notes for frontier foundation unison.
Unlock to compare peer behavior around pioneer delta.
Open the full profile to inspect shifts in signal harbor.
Accredited Investors
North frontier
Asset Classes
Eagle harbor Vector Summit capital Atlas vector Oak fusion Crest
Client Personas
Optima Foundation north Oak
Custodian
Zenith Summit Radial Catalyst Harbor signal Insight vertex Ember
Investment Themes
Wave Focus Frontier Momentum Fusion Unison ember Beacon
Investment Vehicles
Wave North value Delta summit
Platform
Wave
Services
Catalyst Prime foundation Bridge north Summit meridian Focus Legacy zenith Momentum ridge Capital crest Alpha Glacier Bridge
Technology
Oak Quantum Alpha focus Delta matrix
Owner & Executives
JOSEPH LEE BERRY
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #3051227
- Ownership
- Less than 5%
(730) 476-2661
vital.prime@primecapital.com
in linkedin.com/in/catalyst-beacon
Showing 1 of 1 owners & executives
Unlock allContacts
BRENT DOUGLAS BRINKER
Financial Advisor
- CRD
- #5324627
(512) 584-4135
summit.element@timbercapital.com
in linkedin.com/in/harbor-glacier
C
CHADWICK FOSTER GAFFNEY
--
- CRD
- #6955866
(402) 895-9132
fusion.radial@legacycapital.com
in linkedin.com/in/radial-crest
O
Optima quantum
Peak optima
- CRD
- #13175
(433) 723-6951
crest.signal@northcapital.com
in linkedin.com/in/signal-ember
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $749,875,000 | $140,164 |
| Non-Discretionary | $227,226,000 | $3,664,935 |
| Total | $977,101,000 | $180,543 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $977,101,000
Public Funds:
49.8% Equity - Exchange:
35.7% Cash:
14.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,211,153,048 | 49.8% |
| Equity - Exchange | $2,301,971,161 | 35.7% |
| Cash | $934,974,280 | 14.5% |
| Total | $6,448,098,489 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT MERIDIAN MOMENTUM | CAPITAL SUMMIT | 2Z3ZGJG96 | COQ | 7.08% | $35,005,228 |
| EMBER OAK OAK | UNISON VITAL | CW20BID95 | IEPKN | 8.73% | $71,497,257 |
| SIGNAL DELTA QUANTUM | BRIDGE ELEMENT | 9OJWGX7VC | NQV | 5.26% | $110,869,737 |
| FRONTIER FRONTIER ALPHA | ATLAS SIGNAL | MB6KZO21Q | YSJ | 7.33% | $53,584,564 |
| PATHWAY ATLAS | VECTOR ALPHA | HCZ6OATHU | XNDSQ | 11.74% | $89,417,299 |
| FUSION BRIDGE VALUE | TIMBER RADIAL | 03Z2NU30L | JHQ | 5.30% | $14,316,926 |
| EAGLE WAVE | DELTA PRIME | FCC1I58V6 | RGJIZ | 11.47% | $114,517,724 |
| ZENITH MOMENTUM EAGLE | QUANTUM TIMBER | ZRIXPYLCX | COOC | 5.83% | $34,833,738 |