MPI WEALTH MANAGEMENT LLC

CRD 301011File 801-117155

APPROVED

Retail clients

Custody

Disclosure events

Filing as of May 21, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$233.6M

Below cohort median (national)

Discretionary AUM

$233.6M

Clients

153

156 accounts

Employees

Bottom 25% of cohort in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Aug 12, 2019
Principal office: 15 SALT CREEK LANE, SUITE 404, HINSDALE, IL, 60521-2965
Phone: 630-325-6900
Website: https://www.linkedin.com/in/davepequet

Assets & accounts

ADV Item 5F

Total regulatory AUM: $233.6M
Discretionary AUM: $233.6M
Non-discretionary AUM: $0
Discretionary accounts: 156
Non-discretionary accounts: 0
Total accounts: 156
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$18.4M
Insurance companies	6	$77.5M
Charitable organizations	5	$4.3M
High net worth individuals	93	$111.3M
Pension and profit sharing plans	Fewer than 5	$5.4M
State or municipal government entities	Fewer than 5	$1.5M
Individuals (other than high net worth individuals)	43	$15.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Commissions
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
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

Q11
Q11C1
Q11C2
Q11C4
Q11C5

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.