Mpi Wealth Management LLC
● SEC registered since 2019CRD 301011SEC# 801-117155Hinsdale, IL
Reg. AUM
$233.6M
Employees
4
Accounts
156
Location
Hinsdale, IL
Mpi Wealth Management LLC assets under management
Mpi Wealth Management LLC is a registered investment adviser overseen by the SEC based in Hinsdale, IL. The firm has been registered since 2019. It reports $233.6 million in regulatory assets under management and employs 4 people.
Mpi Wealth Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David W. Pequet Declaration of Trust Dated June 13, 2000 Control | Trust | 50-75% | 2024 |
| David Wayne Pequet Control | Chief Executive Officer | Under 5% | 2018 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2019 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Mpi Wealth Management LLC manage?
Mpi Wealth Management LLC reports $233.6 million in regulatory assets under management on its Form ADV.
How many employees does Mpi Wealth Management LLC have?
Mpi Wealth Management LLC reports 4 employees.
Where is Mpi Wealth Management LLC located?
Mpi Wealth Management LLC is based in Hinsdale, IL and has been SEC-registered since 2019.
Does Mpi Wealth Management LLC disclose fund performance?
Mpi Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15 Salt Creek Lane, Suite 404, Hinsdale, IL 60521-2965 |
| Phone | 630-325-6900 |
| Office hours | 8:00 a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$233.6M▼ 5%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$233.6Mregulatory AUM
Discretionary $233.6M