Mpi Wealth Management LLC
Mpi Wealth Management LLC is an SEC-registered wealth manager in Hinsdale, IL with $233.6M assets under management (AUM, regulatory AUM), -1% over one year. See who owns Mpi Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301011, SEC 801-117155, data through 2026-05-21.
- AUM (assets under management / regulatory AUM)
- $233.6M (2026-05-21)
- Firm type
- Wealth Manager
- Location
- Hinsdale, IL
- Employees
- 4
- Clients
- 147
- CRD
- 301011
- Ownership
- PEQUET, MATTHEW, DONALD; DELAWARE PEQUET FAMILY TRUST; DAVID W. PEQUET DECLARATION OF TRUST DATED JUNE 13, 2000; SADZEWICZ, GERY, JOSEPH; PEQUET, DAVID, WAYNE
How much AUM does Mpi Wealth Management LLC have?
Mpi Wealth Management LLC reported $233.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-21).
Who owns Mpi Wealth Management LLC?
Disclosed owners and executives of Mpi Wealth Management LLC include PEQUET, MATTHEW, DONALD, DELAWARE PEQUET FAMILY TRUST, DAVID W. PEQUET DECLARATION OF TRUST DATED JUNE 13, 2000, SADZEWICZ, GERY, JOSEPH, PEQUET, DAVID, WAYNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.