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- Custodian
- Charles Schwab & Company ยท Fifth Third Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2019
- Office Locations
- 2
Office Locations
About MPI Wealth Management LLC
MPI Wealth Management is an RIA based in Hinsdale, IL (Chicago area), founded in 1986. The firm emphasizes conservative, long-term portfolio management with frequent client interaction, managing market and credit risk across fixed income, equity, and balanced portfolios. It serves retail and institutional clients, with additional planning support such as business succession and insurance, and custody that includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MATTHEW DONALD PEQUET
Managing Member, Portfolio Manager
- CRD
- #5860698
- Ownership
- 25% but less than 50%
DAVID WAYNE PEQUET
Chief Executive Officer
- CRD
- #816955
- Ownership
- Less than 5%
Vertex wave
Legacy radial
- CRD
- #42652
- Ownership
- 19.6%
Showing 2 of 3 owners & executives
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DONALD ROBERT BURNAFORD
--
- CRD
- #36065
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $233,597,123 | $1,497,417 |
| Non-Discretionary | $0 | -- |
| Total | $233,597,123 | $1,497,417 |
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Separately Managed Accounts
Total SMA Asset: $233,597,123
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $78,699,064 | 8.1% |
| U.S. Government/Agency | $161,284,502 | 16.6% |
| Public Funds | $53,437,636 | 5.5% |
| Cash | $107,846,866 | 11.1% |
| Corporate - Investment Grade | $145,739,008 | 15.0% |
| Municipal Bonds | $170,028,842 | 17.5% |
| Corporate - Non-Investment Grade | $254,557,467 | 26.2% |
| Total | $971,593,385 | 100.0% |