Mpm Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$984,352,498
Clients
1,094
Advisors
15
across 10 offices
About
MPM Wealth Advisors provides investment advisory and financial planning services to individual clients (including high‑net‑worth individuals), pension and employee benefit plans, trusts, and other entities. The firm offers managed account programs, model portfolios, consulting, ERISA and retirement plan services, and third‑party manager referrals, and reports approximately $1.04 billion in assets under management across its advisory relationships.
The firm’s investment approach emphasizes diversified portfolios built primarily from low‑expense mutual funds, ETFs, and similar pooled vehicles, with client Suitability Profiles and assigned risk profiles guiding portfolio construction and rebalancing. MPM also maintains an in‑house Model Manager that prepares model portfolios and periodic reports; those model results are presented as back‑tested or hypothetical performance and participation in some model offerings is limited to clients who meet institutional or sophistication criteria.
Compared with many multi‑team advisers, MPM reports a larger share of non‑discretionary assets (roughly $595 million non‑discretionary versus $444 million discretionary), reflecting substantial use of client‑approved trade authority and held‑away arrangements. The firm’s disclosures also highlight features that are less common among peers: the use of back‑tested/hypothetical model performance in reporting, presentation of predecessor performance and testimonial material in marketing, co‑branding by Representatives who maintain DBAs, and use of third‑party held‑away platforms to aggregate client accounts.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees up to $15,000 or more, negotiated client-by-client, minimum $1,000,000 account size required for flat fee
$0+: up to 1.50% annually (maximum rate) $1,000,000+: negotiable flat fee arrangement up to 1.50% annually
$100 to $400 per hour
Account minimum: $1,000,000 for Flat Fee arrangement; otherwise, 0
Main office
See office7429 International Drive, Suite A
Holland OH 43528-8623
Advisors at this office
6
Offices (10)
Holland, OH
7429 International Drive Suite A, Holland, OH 43528-8623
6 advisors
Chicago, IL
Chicago, IL
1 advisor
Crossville, TN
Crossville, TN
1 advisor
Dearborn, MI
15640 Michigan Avenue, Dearborn, MI 48126
1 advisor
Grand Rapids, MI
2090 Celebration Dr NE Ste 210, Grand Rapids, MI 49525
1 advisor
Most active in
Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Nebraska · New Hampshire · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin · Wyoming
Also doing business as
Modern Portfolio Management Inc · Modern Portfolio Managemnt Inc · Mpm Wealth Advisors · Mpm Wealth Advisors Inc. · Mpm Wealth Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Advisors at this firm
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