Investment adviser · CRD 111872

IPI WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

DECATUR, IL, United States · Form ADV filed Mar 20, 2026

Regulatory AUM
$2.66B
Form ADV · Item 5.F
Client accounts
13,260
Accounts, not individual clients
Employees
67
Reported in this filing
Advisory professionals
65
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals12,703$1,615,493,10160.8%
High-net-worth individuals435$926,937,06934.9%
Corporations & businesses43$68,229,0452.6%
Retirement plans51$42,484,2621.6%
Charities28$2,339,3820.1%
Filing source

Form ADV 2075104 · Mar 20, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

226 W. ELDORADO
DECATUR, IL, 62522, United States

CRD 111872

Filing source

Form ADV 2075104 · Mar 20, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.