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MPI Wealth Management LLC

SEC Registered

MAKING FINANCIAL MARKETS WORK FOR YOU

Hinsdale, ILhttps://mpiwealthmanagement.com630-325-6900
Assets Under Management
$100M–$500M
Year Founded
1986
Employees
4
Office Locations
1 office
Total Accounts
156

About the firm

MPI Wealth Management was founded in 1986 and is a registered investment advisory firm that prides itself on conservative asset management and long-term relationships with the client. The company is based in Hinsdale, Illinois, a suburb of Chicago.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPension/Profit Sharing

Areas of expertise

Conservative Asset ManagementFixed IncomeEquityBalanced PortfoliosMarket Risk ManagementCredit Risk ManagementLong-term Investing

Services

Fixed income, equity, and balanced portfolios constructed to mitigate the unpredictability of the financial markets, with conservative asset management and long-term client relationships.

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)43$15M
High Net Worth Individuals93$111M
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
State/Municipal Entities5
Insurance Companies0
Sovereign Wealth Funds6
Corporations0$0

Leadership

Matthew Donald Pequet
MANAGING MEMBER
David Wayne Pequet
CHIEF EXECUTIVE OFFICER
Delaware Pequet Family Trust
TRUST
David Wayne Pequet
TRUSTEE

Office locations

1 office in 1 state
IL
HinsdaleHQ

Advisors at this firm

3 advisors in the directory

Regulatory & compliance

CRD number
#301011
SEC Number
801-117155
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Commission
Minimum: $1,000,000 (waivable)

Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MPI Wealth Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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MPI Wealth Management LLC in Hinsdale, IL | AdvisorFinder