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MPM WEALTH ADVISORS
MODERN PORTFOLIO MANAGEMENT INC
CRD 104926 · SEC 801-50488
7429 INTERNATIONAL DRIVE, SUITE A, HOLLAND, OH, 43528-8623, United States
Phone
419-861-1400
Fax
419-861-1450
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.04B
Discretionary AUM
$443.6M
Team
18 total employees; 18 advisory reps; 1118 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; FINANCIAL PLANNING FEES
Org form
Corporation
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsMODEL PORTFOLIO PROVIDER
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 757 | $276.7M |
| High net worth individuals | 337 | $707.7M |
| Pension/profit sharing plans | 2 | $5.3M |
| Charitable organizations | 3 | $2.5M |
| Corporations/business entities | 19 | $46.4M |
States served
AZ, CA, CO, GA, IL, IN, KY, LA, MD, MA, MI, MN, NE, NY, NC, OH, PA, SC, TN, VA, WI, WY, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD