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MPM WEALTH ADVISORS
HOLLAND, OH
419-861-1400
SEC #801-50488Total AUM
$1B
Employees
18Clients
1,118Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7429 INTERNATIONAL DRIVE
SUITE A
HOLLAND
OH 43528-8623
United States
SUITE A
HOLLAND
OH 43528-8623
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
419-861-1400
Other Offices
12
Financials
Total AUM
$1B
Accounts
2,454Discretionary
$443.6M
Accounts
1,037Non-Discretionary
$595M
Accounts
1,417
Clients
Individual Clients
757AUM
$276.7M
HNW Individual Clients
337AUM
$707.7M
Pension/Profit Sharing Plan Clients
2AUM
$5.3M
Charitable Organization Clients
3AUM
$2.5M
Corporation or Business Clients
19AUM
$46.4M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
MODEL PORTFOLIO PROVIDER
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEES
Compliance
Disclosures
Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.