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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-13-1998
- Office Locations
- 44
Office Locations
About IPI Wealth Management, Inc.
IPI Wealth Management, Inc. provides goal-based financial planning and wealth management, building action plans from defined client outcomes and revisiting progress through periodic reviews. The team supports both accumulation and the transition to distribution in retirement, with planning that can include tax, estate, and insurance needs. Investment implementation emphasizes portfolio construction using ETFs and mutual funds, with active management and asset-allocation approaches (including ESG/SRI where appropriate). Custody includes Schwab; platform support includes Envestnet.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID PAUL KOSHINSKI
Chief Executive Officer, Vice President
- CRD
- #1765543
- Ownership
- 75% or more
ALLEN BAYARD CLOSSER
President
- CRD
- #1101000
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Jose Ivan Acosta Jordan
--
- CRD
- #1688356
TEANNA L Anderson
Financial Professional
- CRD
- #6628382
Showing 2 of 67 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,473,435,636 | $197,480 |
| Non-Discretionary | $182,047,223 | $247,683 |
| Total | $2,655,482,859 | $200,263 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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