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Firm profile

Mpm Wealth Advisors

HOLLAND, OHCRD 104926Latest ADV May 14, 2026

Mpm Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Holland, OH. Its latest Form ADV filing, dated March 31, 2026, reports $1.0B in regulatory assets under management, 18 employees, 12 offices, and 2,454 accounts.

Assets Under Management
$1.0B
Employees
18
Offices
12 offices
Total Clients
1,118
Primary office
HOLLAND, OH
7429 INTERNATIONAL DRIVE, SUITE A, HOLLAND, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOSean S. Shinaberry
CCORobert L. Avery
CFOSean S. Shinaberry

Advisory services offered

8 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 67.7% of total clients.
Top client categories% of clientsClients
1
Individuals
67.7%
757
2
HNWI
30.1%
337
3
Corporations
1.7%
19
4
Charitable
0.3%
3
5
Pension Plans
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.0Bas of May 14, 2026
Discretionary42.7%
$444M
43% of total RAUM42.7%
Non-discretionary57.3%
$595M
57% of total RAUM57.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.0B
Total Accounts2,454
10Y AUM Change+$566M (+119.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees18
Clients per Employee62:1
10Y Employee Change-8 (-30.8%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.