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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| MPI Wealth Management LLC
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|---|---|
| CRD # | 301011 |
| SEC # | 801-117155 |
| CIK # | |
| AUM | $236.4 M (2025-03-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 630-325-6900 |
| Address | 15 Salt Creek Lane, Suite 404 Hinsdale, IL 60521-2965 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 0.5 |
| (b) Individuals (high net worth individuals) | 137 | 143.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 7.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 8 | 68.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 27.8 |
| (n) Other | 0 | 0.0 |
| Total | 175 | 247.0 |
| By Discretionary | ||
| Discretionary | 175 | 247.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 175 | 247.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 247.0 | |
| Total | 175 | 247.0 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
MPI Wealth Management LLC
✚
|
IL | 0.2 |
|
MPI Investment Management Inc
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|
IL | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FSR Wealth Management Ltd
✚
|
IL | 0.2 |
|
Beacon Wealth Consultants Inc
✚
|
VA | 0.2 |
|
Centerpoint Advisory Group LLC
✚
|
KS | 0.2 |
|
Client First Capital LLC
✚
|
0.2 | |
|
Andrews Advisory Associates LLC
✚
|
HI | 0.2 |
|
Birks Financial Corp
✚
|
VA | 0.2 |
|
Invera Wealth Advisors LLC
✚
|
0.2 | |
|
Oxford Wealth Group LLC
✚
|
FL | 0.2 |
|
Benningfield Financial Advisors LLC
✚
|
CA | 0.2 |
|
Hendershott Wealth Management LLC
✚
|
IN | 0.2 |