Mpi Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hinsdale, IL. Its latest Form ADV filing, dated March 20, 2026, reports $234M in regulatory assets under management, 4 employees, 1 office, and 156 accounts.
Assets Under Management
$234M
Employees
4
Offices
1 office
Total Clients
153
Primary office
HINSDALE, IL
15 SALT CREEK LANE, SUITE 404, HINSDALE, IL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.8% of total clients.
Top client categories% of clientsClients
1
HNWI
60.8%
93
2
Individuals
28.1%
43
3
Insurance Cos.
3.9%
6
4
Corporations
3.9%
6
5
Charitable
3.3%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$234Mas of May 21, 2026
Discretionary100.0%
$234M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$234M
Total Accounts156
10Y AUM Change+$234M
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee38:1
10Y Employee Change+2 (+100.0%)
Rialytix.com
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.