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MPM WEALTH ADVISORS

HOLLAND, OH · CRD 104926 · IAPD ↗ · mpmwealth.com · 419-861-1400

$1.04BRegulatory AUM
18Advisory reps
18Employees
1118Clients
26-50Planning clients
0Private funds
26States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
June 2026 — MPM WEALTH ADVISORS's Item 11 disclosure-reporting entries rose by 3 (1 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
85
April 2026 — MPM WEALTH ADVISORS crossed $1B in regulatory AUM ($888.9M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
May 2025 — MPM WEALTH ADVISORS notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — MPM WEALTH ADVISORS added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — MPM WEALTH ADVISORS added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2024 — MPM WEALTH ADVISORS reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.