| Name | Title | Ownership | Since |
|---|---|---|---|
| David W. Pequet Declaration of Trust Dated June 13, 2000 Control | Trust | 50-75% | 2024 |
| David Wayne Pequet Control | Chief Executive Officer | Under 5% | 2018 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2019 |
Mpi Wealth Management LLC reports $236.4 million in regulatory assets under management on its Form ADV.
Mpi Wealth Management LLC reports 4 employees.
Mpi Wealth Management LLC is based in Hinsdale, IL and has been SEC-registered since 2019.
Mpi Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 15 Salt Creek Lane, Suite 404, Hinsdale, IL 60521-2965 |
| Phone | 630-325-6900 |
| Office hours | 8:00 a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $236.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $236.4M |