MODERN PORTFOLIO MANAGEMENT INC
Legal name: MPM WEALTH ADVISORS
CRD #104926 SEC #801-50488 HOLLAND, OH 419-861-1400
SEC Registered
Total AUM
$888.9M
Discretionary
$437.2M
Employees
20
Clients
26
Accounts
2,435
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $888.9M | $437.2M | $451.6M | 20 | 1,161 |
| Aug 2025 | $888.9M | $437.2M | $451.6M | 20 | 1,161 |
| May 2025 | $888.9M | $437.2M | $451.6M | 20 | 1,161 |
| Apr 2025 | $888.9M | $437.2M | $451.6M | 20 | 1,161 |
| Apr 2025 | $888.9M | $437.2M | $451.6M | 20 | 1,161 |
| Apr 2025 | $888.9M | $437.2M | $451.6M | 20 | 1,161 |
| Mar 2025 | $888.9M | $437.2M | $451.6M | 20 | 1,161 |
| Aug 2024 | $795M | $335.9M | $459.1M | 20 | 21 |
| Aug 2024 | $795M | $335.9M | $459.1M | 20 | 21 |
| Jul 2024 | $795M | $335.9M | $459.1M | 20 | 21 |
| Apr 2024 | $795M | $335.9M | $459.1M | 20 | 21 |
| Mar 2024 | $795M | $335.9M | $459.1M | 20 | 21 |
| Oct 2023 | $665M | $234.1M | $430.9M | 20 | 20 |
| Aug 2023 | $665M | $234.1M | $430.9M | 20 | 20 |
| Aug 2023 | $665M | $234.1M | $430.9M | 20 | 20 |
| Apr 2023 | $665M | $234.1M | $430.9M | 20 | 20 |
| Mar 2023 | $665M | $234.1M | $430.9M | 20 | 20 |
| Sep 2022 | $709M | $222M | $486.9M | 22 | 9 |
| Aug 2022 | $709M | $222M | $486.9M | 22 | 9 |
| Aug 2022 | $709M | $222M | $486.9M | 22 | 9 |
| Mar 2022 | $709M | $222M | $486.9M | 22 | 9 |
| Feb 2022 | $621.2M | $188.4M | $432.9M | 22 | 9 |
| Aug 2021 | $621.2M | $188.4M | $432.9M | 22 | 9 |
| May 2021 | $621.2M | $188.4M | $432.9M | 22 | 9 |
| Mar 2021 | $621.2M | $188.4M | $432.9M | 22 | 9 |
| Nov 2020 | $586.6M | $174.4M | $412.2M | 22 | 19 |
| Jul 2020 | $586.6M | $174.4M | $412.2M | 22 | 19 |
| Jun 2020 | $586.6M | $174.4M | $412.2M | 22 | 19 |
| Mar 2020 | $586.6M | $174.4M | $412.2M | 22 | 19 |
| Dec 2019 | $493.5M | $154.6M | $338.9M | 24 | 11 |
| Oct 2019 | $493.5M | $154.6M | $338.9M | 24 | 11 |
| Sep 2019 | $493.5M | $154.6M | $338.9M | 24 | 11 |
| Mar 2019 | $493.5M | $154.6M | $338.9M | 24 | 11 |
| Mar 2018 | $544.5M | $126.5M | $418M | 26 | 0 |
| Sep 2017 | $472.8M | $62.4M | $410.4M | 26 | 1,100 |
| Aug 2017 | $472.8M | $62.4M | $410.4M | 26 | 1,100 |
| Mar 2017 | $472.8M | $62.4M | $410.4M | 26 | 1,100 |
| Feb 2017 | $437.6M | $0 | $437.6M | 24 | 1,100 |
| Feb 2017 | $437.6M | $0 | $437.6M | 24 | 1,100 |
| Dec 2016 | $437.6M | $437.6M | $0 | 24 | 1,100 |
| Apr 2016 | $437.6M | $437.6M | $0 | 24 | 1,100 |
| Mar 2016 | $437.6M | $437.6M | $0 | 24 | 1,100 |
| Mar 2015 | $443.3M | $0 | $443.3M | 25 | 1,000 |
| Jan 2015 | $435.1M | $0 | $435.1M | 21 | 1,700 |
| Mar 2014 | $435.1M | $0 | $435.1M | 21 | 1,700 |
| Nov 2013 | $377.9M | $0 | $377.9M | 21 | 2,200 |
| Apr 2013 | $377.9M | $0 | $377.9M | 21 | 2,200 |
| Nov 2012 | $358.2M | $0 | $358.2M | 9 | 700 |
| Jul 2012 | $358.2M | $0 | $358.2M | 1 | 700 |
| May 2012 | $358.2M | $0 | $358.2M | 1 | 700 |
| Apr 2012 | $358.2M | $0 | $358.2M | 1 | 700 |
| Mar 2011 | $324.3M | $0 | $324.3M | 5 | -- |
| Mar 2010 | $303.5M | $0 | $303.5M | 5 | -- |
| Jan 2010 | $266M | $0 | $266M | 5 | -- |
| Mar 2008 | $367.2M | $0 | $367.2M | 5 | -- |
| Dec 2007 | $290.8M | $0 | $290.8M | 10 | -- |
| May 2007 | $290.8M | $0 | $290.8M | 10 | -- |
| Mar 2007 | $290.8M | $0 | $290.8M | 10 | -- |
| Mar 2007 | $240M | $0 | $240M | 10 | -- |
| Nov 2005 | $203.2M | $0 | $203.2M | 10 | -- |
| Aug 2004 | $158.2M | $0 | $158.2M | 10 | -- |
| Mar 2004 | $158.2M | $0 | $158.2M | 10 | -- |
DateAug 2025
Total AUM$888.9M
Discretionary$437.2M
Non-Disc.$451.6M
Employees20
Clients1,161
DateAug 2025
Total AUM$888.9M
Discretionary$437.2M
Non-Disc.$451.6M
Employees20
Clients1,161
DateMay 2025
Total AUM$888.9M
Discretionary$437.2M
Non-Disc.$451.6M
Employees20
Clients1,161
DateApr 2025
Total AUM$888.9M
Discretionary$437.2M
Non-Disc.$451.6M
Employees20
Clients1,161
DateApr 2025
Total AUM$888.9M
Discretionary$437.2M
Non-Disc.$451.6M
Employees20
Clients1,161
DateApr 2025
Total AUM$888.9M
Discretionary$437.2M
Non-Disc.$451.6M
Employees20
Clients1,161
DateMar 2025
Total AUM$888.9M
Discretionary$437.2M
Non-Disc.$451.6M
Employees20
Clients1,161
DateAug 2024
Total AUM$795M
Discretionary$335.9M
Non-Disc.$459.1M
Employees20
Clients21
DateAug 2024
Total AUM$795M
Discretionary$335.9M
Non-Disc.$459.1M
Employees20
Clients21
DateJul 2024
Total AUM$795M
Discretionary$335.9M
Non-Disc.$459.1M
Employees20
Clients21
DateApr 2024
Total AUM$795M
Discretionary$335.9M
Non-Disc.$459.1M
Employees20
Clients21
DateMar 2024
Total AUM$795M
Discretionary$335.9M
Non-Disc.$459.1M
Employees20
Clients21
DateOct 2023
Total AUM$665M
Discretionary$234.1M
Non-Disc.$430.9M
Employees20
Clients20
DateAug 2023
Total AUM$665M
Discretionary$234.1M
Non-Disc.$430.9M
Employees20
Clients20
DateAug 2023
Total AUM$665M
Discretionary$234.1M
Non-Disc.$430.9M
Employees20
Clients20
DateApr 2023
Total AUM$665M
Discretionary$234.1M
Non-Disc.$430.9M
Employees20
Clients20
DateMar 2023
Total AUM$665M
Discretionary$234.1M
Non-Disc.$430.9M
Employees20
Clients20
DateSep 2022
Total AUM$709M
Discretionary$222M
Non-Disc.$486.9M
Employees22
Clients9
DateAug 2022
Total AUM$709M
Discretionary$222M
Non-Disc.$486.9M
Employees22
Clients9
DateAug 2022
Total AUM$709M
Discretionary$222M
Non-Disc.$486.9M
Employees22
Clients9
DateMar 2022
Total AUM$709M
Discretionary$222M
Non-Disc.$486.9M
Employees22
Clients9
DateFeb 2022
Total AUM$621.2M
Discretionary$188.4M
Non-Disc.$432.9M
Employees22
Clients9
DateAug 2021
Total AUM$621.2M
Discretionary$188.4M
Non-Disc.$432.9M
Employees22
Clients9
DateMay 2021
Total AUM$621.2M
Discretionary$188.4M
Non-Disc.$432.9M
Employees22
Clients9
DateMar 2021
Total AUM$621.2M
Discretionary$188.4M
Non-Disc.$432.9M
Employees22
Clients9
DateNov 2020
Total AUM$586.6M
Discretionary$174.4M
Non-Disc.$412.2M
Employees22
Clients19
DateJul 2020
Total AUM$586.6M
Discretionary$174.4M
Non-Disc.$412.2M
Employees22
Clients19
DateJun 2020
Total AUM$586.6M
Discretionary$174.4M
Non-Disc.$412.2M
Employees22
Clients19
DateMar 2020
Total AUM$586.6M
Discretionary$174.4M
Non-Disc.$412.2M
Employees22
Clients19
DateDec 2019
Total AUM$493.5M
Discretionary$154.6M
Non-Disc.$338.9M
Employees24
Clients11
DateOct 2019
Total AUM$493.5M
Discretionary$154.6M
Non-Disc.$338.9M
Employees24
Clients11
DateSep 2019
Total AUM$493.5M
Discretionary$154.6M
Non-Disc.$338.9M
Employees24
Clients11
DateMar 2019
Total AUM$493.5M
Discretionary$154.6M
Non-Disc.$338.9M
Employees24
Clients11
DateMar 2018
Total AUM$544.5M
Discretionary$126.5M
Non-Disc.$418M
Employees26
Clients0
DateSep 2017
Total AUM$472.8M
Discretionary$62.4M
Non-Disc.$410.4M
Employees26
Clients1,100
DateAug 2017
Total AUM$472.8M
Discretionary$62.4M
Non-Disc.$410.4M
Employees26
Clients1,100
DateMar 2017
Total AUM$472.8M
Discretionary$62.4M
Non-Disc.$410.4M
Employees26
Clients1,100
DateFeb 2017
Total AUM$437.6M
Discretionary$0
Non-Disc.$437.6M
Employees24
Clients1,100
DateFeb 2017
Total AUM$437.6M
Discretionary$0
Non-Disc.$437.6M
Employees24
Clients1,100
DateDec 2016
Total AUM$437.6M
Discretionary$437.6M
Non-Disc.$0
Employees24
Clients1,100
DateApr 2016
Total AUM$437.6M
Discretionary$437.6M
Non-Disc.$0
Employees24
Clients1,100
DateMar 2016
Total AUM$437.6M
Discretionary$437.6M
Non-Disc.$0
Employees24
Clients1,100
DateMar 2015
Total AUM$443.3M
Discretionary$0
Non-Disc.$443.3M
Employees25
Clients1,000
DateJan 2015
Total AUM$435.1M
Discretionary$0
Non-Disc.$435.1M
Employees21
Clients1,700
DateMar 2014
Total AUM$435.1M
Discretionary$0
Non-Disc.$435.1M
Employees21
Clients1,700
DateNov 2013
Total AUM$377.9M
Discretionary$0
Non-Disc.$377.9M
Employees21
Clients2,200
DateApr 2013
Total AUM$377.9M
Discretionary$0
Non-Disc.$377.9M
Employees21
Clients2,200
DateNov 2012
Total AUM$358.2M
Discretionary$0
Non-Disc.$358.2M
Employees9
Clients700
DateJul 2012
Total AUM$358.2M
Discretionary$0
Non-Disc.$358.2M
Employees1
Clients700
DateMay 2012
Total AUM$358.2M
Discretionary$0
Non-Disc.$358.2M
Employees1
Clients700
DateApr 2012
Total AUM$358.2M
Discretionary$0
Non-Disc.$358.2M
Employees1
Clients700
DateMar 2011
Total AUM$324.3M
Discretionary$0
Non-Disc.$324.3M
Employees5
Clients--
DateMar 2010
Total AUM$303.5M
Discretionary$0
Non-Disc.$303.5M
Employees5
Clients--
DateJan 2010
Total AUM$266M
Discretionary$0
Non-Disc.$266M
Employees5
Clients--
DateMar 2008
Total AUM$367.2M
Discretionary$0
Non-Disc.$367.2M
Employees5
Clients--
DateDec 2007
Total AUM$290.8M
Discretionary$0
Non-Disc.$290.8M
Employees10
Clients--
DateMay 2007
Total AUM$290.8M
Discretionary$0
Non-Disc.$290.8M
Employees10
Clients--
DateMar 2007
Total AUM$290.8M
Discretionary$0
Non-Disc.$290.8M
Employees10
Clients--
DateMar 2007
Total AUM$240M
Discretionary$0
Non-Disc.$240M
Employees10
Clients--
DateNov 2005
Total AUM$203.2M
Discretionary$0
Non-Disc.$203.2M
Employees10
Clients--
DateAug 2004
Total AUM$158.2M
Discretionary$0
Non-Disc.$158.2M
Employees10
Clients--
DateMar 2004
Total AUM$158.2M
Discretionary$0
Non-Disc.$158.2M
Employees10
Clients--