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IPI WEALTH MANAGEMENT, INC.

226 W. Eldorado
Decatur, Illinois 62522
Tel: 217-425-6340

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About IPI WEALTH MANAGEMENT, INC.

IPI WEALTH MANAGEMENT, INC, formally registered with the SEC as IPI WEALTH MANAGEMENT, INC. The firm was established in 11/01/1999. They have over 44 offices throughout the country.

IPI WEALTH MANAGEMENT, INC. is a Decatur, Illinois based Financial Planning firm with nearly $2,147,470,454 assets under management, offering retirement planning & investment advisory services to 10573 clients. The firm is staffed with 78 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#111872
SEC#801-56878
Assets Managed by Firm$2,147,470,454
No. of Clients10573
No. of Advisors78

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total10573$2,147,470,454
Individuals (other than high net worth individuals)10144$1,270,251,949
High net worth individuals324$751,279,420
Pension and profit sharing plans55$93,122,423
Charitable organizations19$946,589
Corporations or other businesses29$22,375,746

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