Ipi Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Decatur, IL. Its latest Form ADV filing, dated March 20, 2026, reports $2.7B in regulatory assets under management, 67 employees, 39 offices, and 13,260 accounts.
Top client segmentIndividuals represent 95.8% of total clients.
Top client categories% of clientsClients
1
Individuals
95.8%
12,703
2
HNWI
3.3%
435
3
Pension Plans
0.4%
51
4
Corporations
0.3%
43
5
Charitable
0.2%
28
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of March 20, 2026
Discretionary93.1%
$2.5B
93% of total RAUM93.1%
Non-discretionary6.9%
$182M
7% of total RAUM6.9%
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$2.7B
Total Accounts13,260
10Y AUM Change+$1.6B (+141.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees67
Clients per Employee198:1
10Y Employee Change-17 (-20.2%)
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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.