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MPM WEALTH ADVISORS
Legal name: MODERN PORTFOLIO MANAGEMENT INC
CRD 104926File 801-50488
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.04B
Above cohort median (national)
Discretionary AUM
$443.6M
Non-discretionary $595.0M
Clients
1,118
2,454 accounts
Employees
18
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 17, 1995
- Principal office
- 7429 INTERNATIONAL DRIVE, SUITE A, HOLLAND, OH, 43528-8623
- Phone
- 419-861-1400
- Website
- HTTP://MPMWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.04B
- Discretionary AUM
- $443.6M
- Non-discretionary AUM
- $595.0M
- Discretionary accounts
- 1,037
- Non-discretionary accounts
- 1,417
- Total accounts
- 2,454
- AUM per client
- $929K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $46.4M |
| Charitable organizations | Fewer than 5 | $2.5M |
| High net worth individuals | 337 | $707.7M |
| Pension and profit sharing plans | Fewer than 5 | $5.3M |
| Individuals (other than high net worth individuals) | 757 | $276.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — FINANCIAL PLANNING FEES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 20 | 18 | decreased by2 |
| Apr 1, 2026 | Clients | 1,158 | 1,118 | decreased by40 |
| Apr 1, 2026 | AUM | $888,866,554 | $1,038,583,016 | increased by$149,716,462 |
| Apr 1, 2026 | Accounts | 2,435 | 2,454 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 20 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,111 | 1,158 | increased by47 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $708,957,562 | $888,866,554 | increased by$179,908,992 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,362 | 2,435 | increased by73 |
| Apr 1, 2022 | Clients | 1,000 | 1,111 | increased by111 |
| Apr 1, 2022 | AUM | $621,220,095 | $708,957,562 | increased by$87,737,467 |
| Apr 1, 2022 | Accounts | 2,544 | 2,362 | decreased by182 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MPM WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MPM WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.