MPI Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$126,577,832
Clients
136
Advisors
3
across 2 offices
About
MPI Wealth Management is an independent SEC-registered investment adviser that provides discretionary portfolio management and sub‑advisory services to a mix of individual clients (including high‑net‑worth individuals and families) and institutional clients such as qualified retirement plans, charitable organizations, banks, and insurance companies. The firm reports managing approximately $233.6 million for about 136 clients and also participates in wrap‑fee programs.
The firm’s investment process combines fundamental and technical analysis with macroeconomic research and uses sources such as Bloomberg and SEC filings to support portfolio construction. MPI markets four primary strategies — short‑duration taxable and tax‑free fixed‑income strategies (with a hold‑to‑maturity orientation), a dividend equity strategy, and a diversified total‑return equity strategy (the total‑return strategy is noted as not available in wrap accounts) — and customizes portfolios to client objectives and restrictions.
Notable features in the ADV that distinguish MPI from many peers are its role as a sub‑advisor and as a wrap‑fee program manager (Core Asset Manager program through Brinker Capital), its explicit inclusion of insurance company clients among its client types, and its disclosure of a historical enforcement matter involving a predecessor firm (a June 2000 SEC sanction related to undisclosed soft‑dollar payments and registration misstatements). The brochure also describes participation in custodial institutional programs that provide third‑party services and economic benefits to the firm, a source of potential conflicts the firm discloses.
Client services
Expertise
Fee options
Up to 1.0% annually, individually negotiated with each client
Commissions reported in SEC Form ADV Part 1 but no specific amounts stated in brochure
Account minimum: $1,000,000
Main office
See office15 Salt Creek Lane, Suite 404
Hinsdale IL 60521-2965
Advisors at this office
2
Offices (2)
Most active in
Delaware · Florida · Illinois · Michigan · New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Donald B
Series 63
Harvey Cedars, NJ
MPI Wealth Management LLC
Donald Burnaford is a financial advisor at MPI Wealth Management LLC with 52 years of industry experience. He holds the Series 63 designation and has worked previously at Copper Beech Financial Group, American Portfolios Financial Services, and Osaic Wealth. Outside of his advisory work, he is an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. MPI Wealth Management provides discretionary investment management and sub-advisory services to a range of institutional and individual clients, including pension plans, banks, corporations, charitable organizations, and high-net-worth families. The firm employs a combination of quantitative techniques, technical and fundamental analysis, and macroeconomic research to tailor portfolios aligned with client objectives.
Matthew P
Series 65
Hinsdale, IL
MPI Wealth Management LLC
Matthew Pequet is a financial advisor at MPI Wealth Management LLC in Hinsdale, IL, holding a Series 65 designation and eight years of industry experience. He has worked with MPI Wealth Management since 2019 and previously with MPI Investment Management Inc from 2003 to 2022. MPI Wealth Management is an independent SEC-registered adviser providing discretionary portfolio management and sub-advisory services to individual and institutional clients, including high-net-worth individuals, retirement plans, and insurance companies. The firm employs fundamental and technical analysis combined with macroeconomic research to construct customized portfolios across fixed-income and equity strategies.
David P
Series 63, Series 65
Hinsdale, IL
MPI Wealth Management LLC
David Pequet is a financial advisor with MPI Wealth Management LLC in Hinsdale, IL, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He previously worked at MPI Investment Management for 32 years before joining MPI Wealth Management in 2019. Outside of his advisory role, he serves as Director and Treasurer of the Roger B. Chaffee Scholarship Fund and is an officer of Duck Lake Inn LLC, a cottage rental business. MPI Wealth Management provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, investment advisers, banks, corporations, charitable organizations, and high-net-worth individuals. The firm employs a combination of quantitative techniques, technical and fundamental analysis, and macroeconomic research to tailor diversified portfolio strategies across fixed income, dividend equity, and total return equity investments.
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