Investment adviser · CRD 104926
MPM WEALTH ADVISORS
Investment adviser filing (IA)
MODERN PORTFOLIO MANAGEMENT INC
HOLLAND, OH, United States · Form ADV filed May 14, 2026
- Regulatory AUM
- $1.04B Form ADV · Item 5.F
- Client accounts
- 2,454 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 18 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 | 337 | $707,694,341 | 68.1% |
| Individuals | 757 | $276,658,157 | 26.6% |
| Corporations & businesses | 19 | $46,375,842 | 4.5% |
| Retirement plans | Fewer than 5 | $5,341,371 | 0.5% |
| Charities | Fewer than 5 | $2,513,305 | 0.2% |
Filing source
Form ADV 2105725 · May 14, 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 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7429 INTERNATIONAL DRIVE, SUITE AHOLLAND, OH, 43528-8623, United States
CRD 104926
Filing source
Form ADV 2105725 · May 14, 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.