MPM WEALTH ADVISORS

RIASEC RegisteredEst. 1995

Total AUM

$1B

Discretionary

$444M

43% of AUM

Avg account

$423K

Accounts

2,454

Employees

Advisory reps

Firm details

Headquarters: HOLLAND, Ohio
CRD number: 104926
Registered since: November 17, 1995
Website: mpmwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI68.14%
Individuals26.64%
Corporations / Businesses4.47%
Pension & Profit Sharing Plans0.51%
Charitable Organizations0.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

MPM Wealth Advisors is an independent, SEC-registered registered investment adviser that has been operating since 1995 as a corporate entity. The firm serves both individual and family clients as well as institutional clients and positions itself as a capital allocator that selects outside managers when appropriate. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee work, and the firm offers a mix of financial planning and portfolio management services for individuals, small businesses and institutions. Additional advisory activities include pension consulting, manager selection, publication of periodic client communications and investor education through seminars and workshops. MPM is identified as an active ESG investor, which informs its investment approach and manager evaluation.