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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.