Matthew Aaron Lapides
Investment adviser representative at Mbm Wealth Consultants, LLC
16 yearsExperience
3 statesRegistered in
$476.7MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Purshe Kaplan Sterling InvestmentsDec 2013 to now
- Mbm Wealth Consultants, LLCNov 2013 to now
- Mbm Insurance ServicesJan 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 3 states (CA, MO, TX).
Mbm Wealth Consultants, LLC
$476.7MAssets managed
642Clients
11Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4899268
- Firm CRD
- 169091