← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（06/04/2024）
MBE WEALTH MANAGEMENT, LLC · 所有者与执行高管（CRD 165516）
机构事实页：MBE WEALTH MANAGEMENT, LLC 事实页 → | 官方原文：IAPD firm-summary/165516
Schedule A · 直接所有者（6 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| BERRY, JOSEPH, LEE | 个人 | CHIEF COMPLIANCE OFFICER/FINANCIAL ADVISOR | 是 | NA |
| JOE BERRY LLC | 境内实体 | MEMBER | 是 | B |
| DUE NORTH FINANCIAL, LLC | 境内实体 | MEMBER | — | B |
| KRUEGER WEALTH MANAGEMENT, LLC | 境内实体 | MEMBER | — | B |
| MBE CPA LLP | 境内实体 | MANAGING MEMBER | — | C |
| PRUITT FINANCIAL PLANNING, LLC | 境内实体 | MEMBER | — | B |
Schedule B · 执行高管（7 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| MOY, TIMOTHY, BRIAN | MANAGING MEMBER | 是 |
| BERRY, JOSEPH, LEE | MANAGING MEMBER | 是 |
| BRINKER, BRENT, DOUGLAS | MANAGING MEMBER | 是 |
| KRUEGER, JACOB, ADAM | MANAGING MEMBER | 是 |
| PRUITT, MICHAEL, BRANDON | MANAGING MEMBER | 是 |
| Klemm, Morgan | MANAGING MEMBER | — |
| VINOPAL, FRANK | MANAGING MEMBER | — |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
