Mbe Wealth Management, LLC
Mbe Wealth Management, LLC (CRD# 165516) is a financial advisory firm headquartered in Tomah, WI. They manage $141,000,000 in 1,343 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management141MILLION
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Total Number of Accounts1,343ACCOUNTS
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Average Account Value$104,989
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

AZ, FL, IL, NE, TX, WI
James Greenwood (CRD# 1921310) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Tomah, WI and has over 29 years of experience in the finance industry.
Jason Henrich (CRD# 4853414) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Wausau, WI and has over 13 years of experience in the finance industry.
Jacob Krueger (CRD# 5493816) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Reedsburg, WI and has over 10 years of experience in the finance industry.
Timothy Moy (CRD# 5988465) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Tomah, WI and has over 6 years of experience in the finance industry.
Michael Pruitt (CRD# 5249437) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Sun Prairie, WI and has over 11 years of experience in the finance industry.
Joseph Berry (CRD# 3051227) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Tomah, WI and has over 19 years of experience in the finance industry.