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MPI WEALTH MANAGEMENT LLC
CRD 301011File 801-117155
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$233.6M
Below cohort median (national)
Discretionary AUM
$233.6M
Clients
153
156 accounts
Employees
4
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
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 208 | 153 | decreased by55 |
| Apr 1, 2026 | AUM | $236,380,931 | $233,597,123 | decreased by$2,783,808 |
| Apr 1, 2026 | Accounts | 211 | 156 | decreased by55 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 123 | 208 | increased by85 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $211,225,576 | $236,380,931 | increased by$25,155,355 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 127 | 211 | increased by84 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 75 | 123 | increased by48 |
| Apr 1, 2022 | AUM | $173,147,474 | $211,225,576 | increased by$38,078,102 |
| Apr 1, 2022 | Accounts | 89 | 127 | increased by38 |
| 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 “MPI WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MPI 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.