MPI WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- HINSDALE, Illinois
- CRD number
- 301011
- Registered since
- August 12, 2019
- Website
- www.mpiwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIFTH THIRD SECURITIES, INC.
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI47.65%
- Insurance Companies33.16%
- Corporations / Businesses7.88%
- Individuals6.54%
- Pension & Profit Sharing Plans2.31%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
MPI Wealth Management LLC is an SEC-registered LLC that began advisory activities in 2019. The firm serves both individual and family clients as well as institutional accounts, and functions as a capital allocator that blends fee-based portfolio management with commission-based business lines. Its advisory offerings include portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of third‑party advisers. MPI also operates as an insurance broker. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities34%
- US Government Bonds27%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds8%
Owners & executives
1 of 1DAVID PEQUET
CEOCRD 816955
Contacts
3 of 3MATTHEW PEQUET
SVP, Portfolio ManagerCRD 5860698
DONALD BURNAFORD
Investment Adviser RepresentativeCRD 36065
GERY SADZEWICZ
CCOCRD 1090963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HINSDALE, IL
DU PAGE
Location
HINSDALE, IL
Headquartered in HINSDALE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 15 Salt Creek Ln
- Time zone
- CT (UTC-6)
- Office locations
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