← Tributary

MBE WEALTH MANAGEMENT, LLC

TOMAH, WI · CRD 165516 · IAPD ↗ · 608-372-5521

$977.1MRegulatory AUM
10Advisory reps
18Employees
0Clients
101-250Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
August 2026 — MBE WEALTH MANAGEMENT, LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
March 2026 — MBE WEALTH MANAGEMENT, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2025 — MBE WEALTH MANAGEMENT, LLC added office(s): 5 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
February 2025 — MBE WEALTH MANAGEMENT, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
February 2025 — MBE WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
June 2024 — MBE WEALTH MANAGEMENT, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — MBE WEALTH MANAGEMENT, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
May 2024 — MBE WEALTH MANAGEMENT, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2024 — MBE WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($449.6M -> $725.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.