MPI WEALTH MANAGEMENT LLC
CRD #301011 SEC #801-117155 HINSDALE, IL 630-325-6900
SEC Registered Disclosures
Total AUM
$236.4M
Discretionary
$236.4M
Employees
4
Clients
--
Accounts
211
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $236.4M | $236.4M | $0 | 4 | 0 |
| Mar 2025 | $247M | $247M | $0 | 3 | 0 |
| Jan 2025 | $247M | $247M | $0 | 3 | 0 |
| Mar 2024 | $247M | $247M | $0 | 3 | 0 |
| Jan 2024 | $233.4M | $233.4M | $0 | 3 | 0 |
| Mar 2023 | $233.4M | $233.4M | $0 | 3 | 0 |
| Mar 2023 | $233.4M | $233.4M | $0 | 3 | 0 |
| Jan 2023 | $211.2M | $211.2M | $0 | 3 | 0 |
| Nov 2022 | $211.2M | $211.2M | $0 | 3 | 0 |
| Nov 2022 | $211.2M | $211.2M | $0 | 3 | 0 |
| Nov 2022 | $211.2M | $211.2M | $0 | 3 | 0 |
| Sep 2022 | $211.2M | $211.2M | $0 | 3 | 0 |
| Jul 2022 | $211.2M | $211.2M | $0 | 3 | 0 |
| Mar 2022 | $211.2M | $211.2M | $0 | 3 | 0 |
| Mar 2022 | $214.3M | $214.3M | $0 | 3 | 0 |
| Mar 2021 | $173.1M | $173.1M | $0 | 3 | 0 |
| Mar 2021 | $173.1M | $173.1M | $0 | 3 | 0 |
| Dec 2019 | $0 | $0 | $0 | 2 | 0 |
| Jul 2019 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$236.4M
Discretionary$236.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$233.4M
Discretionary$233.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$233.4M
Discretionary$233.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$233.4M
Discretionary$233.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$211.2M
Discretionary$211.2M
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$211.2M
Discretionary$211.2M
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$211.2M
Discretionary$211.2M
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$211.2M
Discretionary$211.2M
Non-Disc.$0
Employees3
Clients0
DateSep 2022
Total AUM$211.2M
Discretionary$211.2M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$211.2M
Discretionary$211.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$211.2M
Discretionary$211.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$173.1M
Discretionary$173.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$173.1M
Discretionary$173.1M
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0