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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 11, 2025
- Branch Offices
- 12
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAMASCO, GEORGE, THOMAS | I | DIRECTOR, CEO | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | DIRECTOR, CEO | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | DIRECTOR, CEO | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CEO | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CEO | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CEO | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CEO | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CEO | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CEO | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CEO | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CEO | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CEO | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CEO | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CEO | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CEO | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | PARTNER, VICE PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | PARTNER, VICE PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | PARTNER, VICE PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | PARTNER, VICE PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | PARTNER, VICE PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | PARTNER, VICE PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | PARTNER, VICE PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | PARTNER, VICE PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | PARTNER, VICE PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | PARTNER, VICE PRESIDENT | NA | Control |
| DAMASCO, GEORGE, THOMAS | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| HEINTSCHEL, CHELSEA, OHM | I | PARTNER, VICE PRESIDENT, CHIEF OPERATING OFFICER & SECRETARY | NA | Control |
| HEINTSCHEL, CHELSEA, OHM | I | PARTNER, VICE PRESIDENT, CHIEF OPERATING OFFICER & SECRETARY | NA | Control |
| HEINTSCHEL, CHELSEA, OHM | I | PARTNER, VICE PRESIDENT, CHIEF OPERATING OFFICER & SECRETARY | NA | Control |
| HEINTSCHEL, CHELSEA, OHM | I | PARTNER, VICE PRESIDENT, CHIEF OPERATING OFFICER & SECRETARY | NA | Control |
| HEINTSCHEL, CHELSEA, OHM | I | PARTNER, VICE PRESIDENT, CHIEF OPERATING OFFICER & SECRETARY | NA | Control |
| HEINTSCHEL, CHELSEA, OHM | I | PARTNER, VICE PRESIDENT, CHIEF OPERATING OFFICER & SECRETARY | NA | Control |
| HEINTSCHEL, CHELSEA, OHM | I | PARTNER, VICE PRESIDENT, CHIEF OPERATING OFFICER & SECRETARY | NA | Control |
| HEINTSCHEL, CHELSEA, OHM | I | PARTNER, VICE PRESIDENT, CHIEF OPERATING OFFICER & SECRETARY | NA | Control |
| HEINTSCHEL, CHELSEA, OHM | I | PARTNER, VICE PRESIDENT, CHIEF OPERATING OFFICER & SECRETARY | NA | Control |
| HEINTSCHEL, CHELSEA, OHM | I | PARTNER, VICE PRESIDENT, CHIEF OPERATING OFFICER & SECRETARY | NA | Control |
| HEINTSCHEL, CHELSEA, OHM | I | PARTNER, VICE PRESIDENT, CHIEF OPERATING OFFICER & SECRETARY | NA | Control |
| KATZ, MIRIAM, INDIG | I | ASSISTANT SECRETARY | NA | |
| KATZ, MIRIAM, INDIG | I | ASSISTANT SECRETARY | NA | |
| KATZ, MIRIAM, INDIG | I | ASSISTANT SECRETARY | NA | |
| LIESER, LORI, MICHELLE | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELLE | I | VICE PRESIDENT | NA | |
| LIESER, LORI, MICHELLE | I | VICE PRESIDENT | NA | |
| NOACK, RENEE, R. | I | ASSISTANT SECRETARY | NA | |
| NOACK, RENEE, R. | I | ASSISTANT SECRETARY | NA | |
| NOACK, RENEE, R. | I | ASSISTANT SECRETARY | NA | |
| OHM, BRYAN, FREDERICK | I | DIRECTOR, PRESIDENT, TREASURER, SECRETARY | NA | Control |
| OHM, BRYAN, FREDERICK | I | DIRECTOR, PRESIDENT, TREASURER, SECRETARY | NA | Control |
| OHM, BRYAN, FREDERICK | I | DIRECTOR, PRESIDENT, TREASURER, SECRETARY | NA | Control |
| OHM, BRYAN, FREDERICK | I | PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| OHM, BRYAN, FREDERICK | I | FOUNDING PARTNER & CO-PRESIDENT | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO/COO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO/COO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO/COO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO/COO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO/COO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO/COO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO/COO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO/COO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO/COO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO/COO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO/COO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO/COO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO/COO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO/COO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO/COO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO/COO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO/COO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CCO/COO | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHM, CHRISTINE, ELEVICH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROGERS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROGERS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROGERS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROGERS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROGERS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROGERS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROGERS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROGERS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROGERS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROGERS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHNEIDER, BRETT, RONALD | I | DIRECTOR | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CFO/CEO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CFO/CEO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CEO/CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CEO/CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CEO/CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CEO/CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CEO/CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CEO/CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CEO/CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CEO/CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CEO/CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CEO/CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CEO/CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CEO/CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CEO/CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CEO/CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CEO/CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CEO/CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CEO/CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | CEO/CFO | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | PARTNER, CEO, CFO & TREASURER | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | PARTNER, CEO, CFO & TREASURER | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | PARTNER, CEO, CFO & TREASURER | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | PARTNER, CEO, CFO & TREASURER | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | PARTNER, CEO, CFO & TREASURER | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | PARTNER, CEO, CFO & TREASURER | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | PARTNER, CEO, CFO & TREASURER | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | PARTNER, CEO, CFO & TREASURER | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | PARTNER, CEO, CFO & TREASURER | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | PARTNER, CEO, CFO & TREASURER | NA | Control |
| SHINABERRY, SEAN, SCOTT | I | PARTNER, CEO, CFO & TREASURER | NA | Control |
| ZUCCARO, ROBERT, STEVEN | I | DIRECTOR | NA | Control |
| ZUCCARO, ROBERT, STEVEN | I | DIRECTOR | NA | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | MANAGEMENT COMPANY | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| MPM WEALTH ADVISORS INC. | DE | SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | SHAREHOLDER | E | Control |
| NATIONAL FINANCIAL PARTNERS CORPORATION | DE | SHAREHOLDER | E | Control |
| DAMASCO, GEORGE, THOMAS | I | CCO | D | Control |
| DAMASCO, GEORGE, THOMAS | I | CCO | D | Control |
| DAMASCO, GEORGE, THOMAS | I | DIRECTOR, CEO, CHIEF COMPLIANCE OFFICER | C | Control |
| DAMASCO, GEORGE, THOMAS | I | DIRECTOR, CEO, CHIEF COMPLIANCE OFFICER | C | Control |
| DAMASCO, GEORGE, THOMAS | I | DIRECTOR AND CEO | C | Control |
| DAMASCO, GEORGE, THOMAS | I | DIRECTOR, CEO, CHIEF COMPLIANCE OFFICER | C | Control |
| DAMASCO, GEORGE, THOMAS | I | DIRECTOR, CEO, CCO | C | Control |
| DAMASCO, GEORGE, THOMAS | I | DIRECTOR AND CEO | C | Control |
| OHM, BRYAN, FREDERICK | I | DIRECTOR, PRESIDENT, TREASURER, SECRETARY | C | Control |
| OHM, BRYAN, FREDERICK | I | DIRECTOR, PRESIDENT, TREASURER, SECRETARY | C | Control |
| OHM, BRYAN, FREDERICK | I | DIRECTOR, PRESIDENT, TREASURER, SECRETARY | C | Control |
| OHM, BRYAN, FREDERICK | I | DIRECTOR, PRESIDENT, TREASURER, SECRETARY | C | Control |
| OHM, BRYAN, FREDERICK | I | DIRECTOR, PRESIDENT, TREASURER, SECRETARY | C | Control |
| OHM, BRYAN, FREDERICK | I | DIRECTOR, PRESIDENT, TREASURER, SECRETARY | C | Control |
| ZUCCARRO, ROBERT, STEVEN | I | DIRECTOR | C | Control |
| ZUCCARRO, ROBERT, STEVEN | I | DIRECTOR | C | Control |
| ZUCCARRO, ROBERT, STEVEN | I | DIRECTOR | C | Control |
| ZUCCARRO, ROBERT, STEVEN | I | DIRECTOR | C | Control |
| ZUCCARRO, ROBERT, STEVEN | I | DIRECTOR | C | Control |
| ZUCCARRO, ROBERT, STEVEN | I | DIRECTOR | C | Control |
| DAMASCO, GEORGE, T | I | PARTNER, VICE PRESIDENT | B | Control |
| DAMASCO, GEORGE, T | I | PARTNER, VICE PRESIDENT | B | Control |
| DAMASCO, GEORGE, THOMAS | I | FOUNDING PARTNER & CO-PRESIDENT | B | Control |
| FREED, LORI, MICHELLE | I | VICE PRESIDENT | B | Control |
| FREED, LORI, MICHELLE | I | VICE PRESIDENT | B | Control |
| FREED, LORI, MICHELLE | I | VICE PRESIDENT | B | Control |
| FREED, LORI, MICHELLE | I | VICE PRESIDENT | B | Control |
| FREED, LORI, MICHELLE | I | VICE PRESIDENT | B | Control |
| FREED, LORI, MICHELLE | I | VICE PRESIDENT | B | Control |
| HEINTSCHEL, CHELSEA, OHM | I | PARTNER, VICE PRESIDENT, CHIEF OPERATING OFFICER & SECRETARY | B | Control |
| KATZ, MIRIAM, INDIG | I | ASSISTANT SECRETARY | B | Control |
| KATZ, MIRIAM, INDIG | I | ASSISTANT SECRETARY | B | Control |
| KATZ, MIRIAM, INDIG | I | ASSISTANT SECRETARY | B | Control |
| KATZ, MIRIAM, INDIG | I | ASSISTANT SECRETARY | B | Control |
| KATZ, MIRIAM, INDIG | I | ASSISTANT SECRETARY | B | Control |
| KATZ, MIRIAM, INDIG | I | ASSISTANT SECRETARY | B | Control |
| NOACK, RENEE, R. | I | ASSISTANT SECRETARY | B | Control |
| NOACK, RENEE, R. | I | ASSISTANT SECRETARY | B | Control |
| NOACK, RENEE, R. | I | ASSISTANT SECRETARY | B | Control |
| NOACK, RENEE, R. | I | ASSISTANT SECRETARY | B | Control |
| NOACK, RENEE, R. | I | ASSISTANT SECRETARY | B | Control |
| NOACK, RENEE, R. | I | ASSISTANT SECRETARY | B | Control |
| OHM, BRYAN, FREDERICK | I | FOUNDING PARTNER & CO-PRESIDENT | B | Control |
| SHINABERRY, SEAN, SCOTT | I | PARTNER, CEO, CFO & TREASURER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| APOLLO ADVISORS IV, L.P. | DE | APOLLO FUND | F | |
| APOLLO ADVISORS IV, L.P. | DE | APOLLO FUND | F | |
| APOLLO ADVISORS IV, L.P. | DE | APOLLO FUND | F | |
| APOLLO CAPITAL MANAGEMENT IV, INC. | DE | APOLLO ADVISORS | F | |
| APOLLO CAPITAL MANAGEMENT IV, INC. | DE | APOLLO ADVISORS | F | |
| APOLLO CAPITAL MANAGEMENT IV, INC. | DE | APOLLO ADVISORS | F | |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | D | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | D | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | D | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | D | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | D | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | D | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | D | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | D | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | D | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | D | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | D | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | D | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | D | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | D | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | D | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | D | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | D | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | D | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | D | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | D | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | D | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | D | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | D | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | D | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | D | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | D | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | D | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | D | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | D | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | D | Control |
| APOLLO INVESTMENT FUND IV, L.P. | DE | NATIONAL FINANCIAL PARTNERS CORPORATION | C | Control |
| APOLLO INVESTMENT FUND IV, L.P. | DE | NATIONAL FINANCIAL PARTNERS CORPORATION | C | Control |
| APOLLO INVESTMENT FUND IV, L.P. | DE | NATIONAL FINANCIAL PARTNERS CORPORATION | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| DAMASCO, GEORGE, THOMAS | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
| OHM, BRYAN, FREDERICK | I | MPM WEALTH ADVISORS INC. | C | Control |
Registrations
Federal
IA
Aug 11, 2025 REGISTERED
Notice Filings (26)
AZ CA CO FL GA IL IN KY LA MA MD MI MN MO NC NE NH NY OH PA SC TN TX VA WA WI
Address
7429 INTERNATIONAL DRIVESUITE A
HOLLAND, OH 43528-8623
United States
Phone: 419-861-1400