MPI Wealth Management
MPI Wealth Management is an independent SEC-registered investment advisory firm founded in 1986 that manages fixed income, equity, and balanced portfolios for high net worth individuals and institutional clients across the United States from its Hinsdale, Illinois headquarters.
- Company typePrivate
- Founded1986
- HeadquartersHinsdale, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What MPI Wealth Management does
MPI Wealth Management LLC is an independent registered investment advisory firm founded in 1986 by David W. Pequet and headquartered in Hinsdale, Illinois. The firm manages fixed income, equity, and balanced portfolios for high net worth individuals and institutional clients throughout the United States, operating under SEC oversight as a fiduciary (CRD 301011). Service delivery is relationship-driven, with senior portfolio managers directly engaging clients to construct portfolios that mitigate market and credit risk; the firm emphasizes conservative asset management and long-term client relationships as its core operating philosophy. The firm's product set comprises three core offerings — Fixed Income Portfolio Management, Equity Portfolio Management, and Balanced Portfolio Management — alongside general investment advisory services. No proprietary technology platform is disclosed; portfolio construction relies on traditional investment management approaches. The revenue model is fee-based recurring advisory income, with detailed pricing held in Form ADV Part 2A rather than publicly disclosed.
MPI operates with a small team (1-10 employees) led by David W. Pequet (CEO & President, Sr. Portfolio Manager) and Matthew Pequet (Sr. Vice President, Portfolio Manager, equity partner since 2008), with Donald Burnaford joining as Financial Advisor in 2025 from New Jersey. The firm has been recognized annually on Barron's Top 400 U.S. Independent Investment Advisors list since 2011, and Matthew Pequet has received the Five Star Professional Wealth Manager Award in 2020, 2021, 2023, 2024, and 2025. Go-to-market is enterprise field sales through direct advisor relationships; no external ownership, partnerships, M&A activity, or outside capital has been disclosed in the source material.
MPI Wealth Management firmographics
Firmographics- Name
- MPI Wealth Management
- Legal name
- MPI Wealth Management LLC
- Website
- https://mpiwealthmanagement.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- MPI Wealth Management is an independent SEC-registered investment advisory firm founded in 1986 that manages fixed income, equity, and balanced portfolios for high net worth individuals and institutional clients across the United States from its Hinsdale, Illinois headquarters.
- Ownership category
- akta.pro rank
MPI Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
Keywords
Where MPI Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Hinsdale
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
MPI Wealth Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Investment Advisory Services: MPI Wealth Management generates revenue as a registered investment advisory firm, providing portfolio management services to high net worth and institutional clients. As a fiduciary, the firm is obligated to act in clients' best interests. The firm references Form ADV Part 2A and 2B documents which would contain fee disclosure information.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Investment advisory fee structure (details in Form ADV Part 2A) |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
MPI Wealth Management product offering
Product offeringCore offering
MPI Wealth Management is an independent registered investment advisory firm that delivers fiduciary portfolio management across fixed income, equity, and balanced mandates for high net worth individuals and institutional clients in the United States. The firm combines conservative asset management with direct advisor-driven client interaction and long-term relationship-based wealth advisory services founded in 1986.
Product overview
MPI Wealth Management is an independent registered investment advisory firm founded in 1986, offering a unified wealth management platform comprising three core investment products: Fixed Income Portfolio Management, Equity Portfolio Management, and Balanced Portfolio Management. The firm serves high net worth and institutional clients throughout the United States, providing fiduciary advisory services with a focus on conservative asset management and long-term client relationships.
Differentiator
Problem solved
Functional benefit
Products and services
- Fixed Income Portfolio Management
Companies that use MPI Wealth Management
Customer profileSegments2 records
Ideal customer profiles2 records
MPI Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
MPI Wealth Management partnerships and signals
Strategic signalScale indicators3 records
Recent moves4 records
Expansion highlights3 records
MPI Wealth Management competitors and assessment
Company assessmentDirect peers
- Mariner Wealth Advisors: Large independent RIA providing wealth advisory, investment management, and financial planning to HNW individuals and institutions. Comparable to MPI via its multi-strategy investment platform and fiduciary, fee-based model, though at meaningfully greater scale.
- Carson Group: RIA-focused wealth management firm offering advisory, investment management, and business consulting services to financial advisors and their clients. Comparable through its registered investment advisory activity and HNW client focus, though it operates a partnership/network distribution model rather than direct advisor-led coverage.
- Mercer Advisors: National independent RIA providing investment management, financial planning, and family office services to HNW individuals. Directly comparable to MPI on product (multi-strategy portfolio management), client segment (HNW focus), and fiduciary fee model.
- Creative Planning: Independent, fee-only RIA delivering comprehensive wealth management, investment management, and tax planning to HNW individuals and institutional clients nationally. Closely matches MPI's fiduciary RIA model, multi-strategy offerings, and HNW-plus-institutional target mix.
Broad incumbents
- Bessemer Trust: Privately-held wealth management and investment firm dedicated to HNW families and foundations, offering discretionary portfolio management across multiple asset classes. Directly comparable to MPI through its HNW concentration, fiduciary investment management focus, and multi-strategy offerings.
- Northern Trust Wealth Management: Large established wealth manager providing investment management, trust, and private banking services to HNW and ultra-HNW families and institutions. Comparable to MPI in its fiduciary portfolio management and HNW/institutional focus, but at significantly greater scale and with broader service breadth.
- BNY Mellon Wealth Management: Global wealth manager offering investment management, private banking, and wealth planning to HNW individuals, families, and institutions. Overlaps with MPI on discretionary portfolio management and institutional client service within a much larger multi-strategy platform.
Emerging players
- Hightower Advisors: RIA platform that partners with breakaway advisors and boutique wealth firms to provide investment, technology, and back-office support. Comparable to MPI through its advisor-led, fiduciary wealth management focus and emphasis on independence, though it pursues a platform/partnership structure rather than fully direct delivery.
- Dynasty Financial Partners: Provider of investment, technology, and business support services to a national network of independent RIAs. Comparable via its RIA-aligned, advisor-led wealth management model serving HNW clients, with partial product overlap in investment management.
Regional players
- Plante Moran Financial Advisors: Mid-sized independent RIA affiliated with Plante Moran, providing investment management, financial planning, and wealth advisory to HNW individuals, families, and institutions primarily across the Midwest. Comparable to MPI via its fiduciary RIA model, multi-strategy portfolio offerings, and HNW-plus-institutional mix.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
MPI Wealth Management compliance and trust
Trust signalCompliance2 records
MPI Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
MPI Wealth Management leadership team
Management profileNumber of profiles
Profiles3 records
MPI Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MPI Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about MPI Wealth Management
What does MPI Wealth Management do?
MPI Wealth Management is an independent registered investment advisory firm that delivers fiduciary portfolio management across fixed income, equity, and balanced mandates for high net worth individuals and institutional clients in the United States. The firm combines conservative asset management with direct advisor-driven client interaction and long-term relationship-based wealth advisory services founded in 1986.
Is MPI Wealth Management a public or private company?
MPI Wealth Management is a private company. It is classified as family owned and is currently operating.
When was MPI Wealth Management founded?
MPI Wealth Management was founded in 1986. It employs 1 to 10 people.
Where is MPI Wealth Management based?
MPI Wealth Management is headquartered in Hinsdale, United States, in the North America region.
How does MPI Wealth Management make money?
One revenue line is on record: investment Advisory Services.
Who are MPI Wealth Management's main competitors?
Direct peers on record are Mariner Wealth Advisors, Carson Group, Mercer Advisors and Creative Planning. Broad incumbents are Bessemer Trust, Northern Trust Wealth Management and BNY Mellon Wealth Management. Emerging players are Hightower Advisors and Dynasty Financial Partners. Plante Moran Financial Advisors is listed as a regional player.
Does MPI Wealth Management have an API?
No public API is recorded for MPI Wealth Management.
What industry is MPI Wealth Management in?
MPI Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management. Its NAICS code is 523940 and its SIC code is 6282.