# MBE WEALTH MANAGEMENT, LLC

MBE WEALTH MANAGEMENT, LLC of TOMAH, WI is an SEC-registered investment adviser.

## Registration

- CRD: 165516
- Type: SEC-registered investment adviser
- SEC file number: 801-110772
- Location: 200 W. WARREN ST., TOMAH, WI, 54660
- Phone: 608-372-5521
- Latest filing: 2026-07-07
- Regulatory AUM: $977.1M
- Discretionary AUM: $749.9M
- Non-discretionary AUM: $227.2M
- Clients: 18
- Accounts: 5,412

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Lee Berry | CHIEF COMPLIANCE OFFICER/FINANCIAL ADVISOR; MANAGING MEMBER | — |
| Timothy Brian Moy | MANAGING MEMBER | — |
| Brent Douglas Brinker | MANAGING MEMBER | — |
| Jacob Adam Krueger | MANAGING MEMBER | — |
| Michael Brandon Pruitt | MANAGING MEMBER | — |
| Morgan Klemm | MANAGING MEMBER | — |
| Frank Vinopal | MANAGING MEMBER | — |
| GREENWOOD PETER DANIEL | FINANCIAL ADVISOR; MANAGING MEMBER; MEMBER | — |
| BERRY RANDY LEE | CHIEF COMPLIANCE OFFICER/FINANCIAL ADVISOR; CHIEF COMPLIANCE OFFICER/MEMBER; MANAGING MEMBER | — |
| MOY TIMOTHY BRIAN | MANAGING MEMBER; PARTNER | — |
| BRINKER BRENT DOUGLAS | FINANCIAL ADVISOR; MANAGING MEMBER; MEMBER | — |
| KRUEGER JACOB ADAM | FINANCIAL ADVISOR; MANAGING MEMBER; MEMBER | — |
| PRUITT MICHAEL BRANDON | FINANCIAL ADVISOR; MANAGING MEMBER | — |
| Klemm Morgan | MANAGING MEMBER | — |
| VINOPAL FRANK | MANAGING MEMBER | — |
| Jason Paul Henrich | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165516/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165516/similar
- Related entities: https://search.stillhousedata.com/firm/165516/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165516

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.