Investment adviser · CRD 301011
MPI WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
HINSDALE, IL, United States · Form ADV filed May 21, 2026
- Regulatory AUM
- $234M Form ADV · Item 5.F
- Client accounts
- 156 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 93 | $111,301,193 | 47.6% |
| Insurance companies | 6 | $77,460,896 | 33.2% |
| Corporations & businesses | 6 | $18,399,461 | 7.9% |
| Individuals | 43 | $15,276,639 | 6.5% |
| Retirement plans | Fewer than 5 | $5,399,239 | 2.3% |
| Charities | 5 | $4,277,949 | 1.8% |
| Government entities | Fewer than 5 | $1,481,746 | 0.6% |
Filing source
Form ADV 2107139 · May 21, 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 fundsThe 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: May 21, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Commissions
Principal office
15 SALT CREEK LANE, SUITE 404HINSDALE, IL, 60521-2965, United States
CRD 301011
Filing source
Form ADV 2107139 · May 21, 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.