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MPI WEALTH MANAGEMENT LLC
CRD 301011 · SEC 801-117155
15 SALT CREEK LANE, SUITE 404, HINSDALE, IL, 60521-2965, United States
Phone
630-325-6900
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$233.6M
Discretionary AUM
$233.6M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Commissions
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $15.3M |
| High net worth individuals | 93 | $111.3M |
| Charitable organizations | 5 | $4.3M |
| Insurance companies | 6 | $77.5M |
| Corporations/business entities | 6 | $18.4M |
States served
DE, IL, MI, NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD