Skip to main content

MODERN PORTFOLIO MANAGEMENT INC

Doing business as MPM WEALTH ADVISORS. SEC Form ADV profile.

Total regulatory AUM
$1,038,583,016
Discretionary
$443,568,232
Non-discretionary
$595,014,784

Firm details

CRD number
104926
SEC file number
801-50488
Main office
HOLLAND, OH, United States
Employees
18
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Other

As of October 2026.