← Tributary

IPI WEALTH MANAGEMENT, INC.

DECATUR, IL · CRD 111872 · IAPD ↗ · chrishammann.com · 217-425-6340

$2.66BRegulatory AUM
65Advisory reps
67Employees
26Clients
26-50Planning clients
0Private funds
47States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — IPI WEALTH MANAGEMENT, INC. shrank from 71 to 65 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2024 — IPI WEALTH MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
80
April 2024 — IPI WEALTH MANAGEMENT, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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