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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-30-2013
- Office Locations
- 3
Office Locations
About MBM Wealth Consultants, LLC
MBM Wealth Consultants is a Chesterfield, MO investment adviser serving retail and institutional clients, with a planning-led approach for entrepreneurs covering financial planning, tax and estate planning, charitable giving, and insurance. Portfolios emphasize active management and asset allocation using public funds and ETFs, with capability across alternatives such as private equity and real estate. Uses LPL Financial and Orion.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
MATTHEW AARON LAPIDES
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #4899268
- Ownership
- Less than 5%
MATTHEW LAWRENCE WESTHOFF
Financial Planner, PRINCIPAL
- CRD
- #4941808
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Maria Alvarez
Financial Advisor
- CRD
- #6372417
Jesse Quinn Dusablon
Financial Planner
- CRD
- #6327640
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $476,665,130 | $293,513 |
| Non-Discretionary | $0 | -- |
| Total | $476,665,130 | $293,513 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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