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| Keyboard |
| MPI Wealth Management LLC
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|---|---|
| CRD # | 301011 |
| SEC # | 801-117155 |
| CIK # | |
| AUM | 233.6 M (2026-05-21) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 630-325-6900 |
| Address | 15 Salt Creek Lane 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) | 43 | 15.3 |
| (b) Individuals (high net worth individuals) | 93 | 111.3 |
| (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 | 5.4 |
| (h) Charitable organizations | 5 | 4.3 |
| (i) State or municipal government entities | 0 | 1.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 6 | 77.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 18.4 |
| (n) Other | 0 | 0.0 |
| Total | 156 | 233.6 |
| By Discretionary | ||
| Discretionary | 156 | 233.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 156 | 233.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 232.5 | |
| Total | 156 | 233.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
MPI Wealth Management LLC
✚
|
IL | 233.6 M |
|
MPI Investment Management Inc
✚
|
IL |
| Comparable Firms | State | AUM |
|---|---|---|
|
Belleair Asset Management LLC
✚
|
FL | 234.3 M |
|
Bonfire Financial LLC
✚
|
CO | 234.0 M |
|
Daviman Financial LLC
✚
|
233.9 M | |
|
Fountain Square Asset Management LLC
✚
|
OH | 233.7 M |
|
The Aranda Group Advisors LLC
✚
|
PA | 233.7 M |
|
Geneva Financial Group LLC
✚
|
NJ | 233.7 M |
|
Brentview Investment Management LLC
✚
|
IL | 233.4 M |
|
Catalyst Financial NW Corporation
✚
|
OR | 233.4 M |
|
Aspirean Wealth LLC
✚
|
CA | 233.2 M |
|
Ironwood Wealth Management Inc
✚
|
WV | 233.1 M |