DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Mpm Wealth Advisors
Legal name Modern Portfolio Management Inc
Latest filing May 14, 2026
First filing on the tape Apr 2, 2012 · 53 filings
SEC status approved since Nov 17, 1995
RAUM
$1.0B
reported, Item 5.F
Discretionary
43%
of RAUM
Private clients
95%
$984M individuals and HNW
Advisors
15
registered through the firm on IAPD
RAUM per advisor
$69.2M
derived; firm RAUM over IAPD count
Employees
18
18 advisory (5.B.1)
Offices
12
beyond the principal office
Private funds
0
reported on Schedule D
History
53 filings and snapshots on the tape
RAUM$1.0B as of May 14, 2026
Apr 2, 2012$358M then
HNW client RAUM$708M as of May 14, 2026
Mar 28, 2018$334M then
State-registered IARs (5.B.3)14 as of May 14, 2026
Apr 2, 201318 then
Employees (5.A)18 as of May 14, 2026
Apr 2, 201321 then
Private funds: no history
RAUM +17% over the last fiscal year+16% a year over threeIARs 15 to 14
Practice profile
derived from the filing of May 14, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $69.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 73derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $423,220derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 43%derivedof RAUM
- Institutional
- 0.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 1.2derived13 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- -6.7%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -4.7%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications, educational seminars, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$708M68%
- Individuals$277M27%
- Corporations and businesses$46.4M4.5%
- Pension and profit-sharing plans$5.3M0.5%
- Charitable organizations$2.5M0.2%
- Individual clients
- 757reported
- HNW clients
- 337reported
- Pension plan clients
- 2reported
- Charitable clients
- 3reported
- Accounts
- 2,454reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.95 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
15 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Bryan Frederick Ohm | Holland, Oh | Jan 21, 2003 | 40 y | 1 |
| James Winfield Huntington | Perrysburg, Oh | Jan 22, 2003 | 29 y | 1 |
| Sean Scott Shinaberry | Holland, Oh | Jun 26, 2003 | 24 y | 2 |
| Erin James Barnhart | Holland, Oh | Jun 24, 2004 | 27 y | 0 |
| Glenn S Seabolt | Holland, Oh | Oct 24, 2006 | 21 y | 0 |
| George T Damasco | Holland, Oh | Apr 26, 2010 | 18 y | 0 |
| Steven Edward Bernier | Southfield, Mi | Oct 12, 2010 | 37 y | 0 |
| Matthew Karl LeskovarCertified Financial Planner, Personal Financial Specialist | Grand Rapids, Mi | Feb 6, 2013 | 14 y | 0 |
| Darrin Clifford Critchet | Holland, Oh | Feb 10, 2014 | 21 y | 1 |
| Stephen James MylerCertified Financial Planner | Holland, Oh | Jun 12, 2015 | 27 y | 6 |
| Gabriel Felder ThornhillChartered Financial Analyst | Holland, Oh | Jul 24, 2015 | 21 y | 1 |
| Chelsea Ohm HeintschelCertified Financial Planner | Chicago, Il | Oct 9, 2015 | 11 y | 0 |
| Craig Stafford Huntington | Holland, Oh | May 16, 2022 | 28 y | 1 |
| Bahiya Fawaz | Dearborn, Mi | Feb 21, 2024 | 26 y | 0 |
| Ryan Thomas StollerCertified Financial Planner | Holland, Oh | Jan 7, 2026 | 10 y | 3 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- George Thomas Damasco to Berthel Fisher & Company Financial Services, Inc.Aug 4, 2025 · Other
- Daniel Lawrence Cuprill to Money & ClarityMay 7, 2018 · RIA to a state-registered adviser
- Curtis Clayton Sawyer to Sawyer Capital ManagementMay 7, 2012 · Other
- Phillip Edward Bollin to Bollin Wealth Management, LLCJun 22, 2009 · Other
- Frank Paul Andrescavage to Cetera Advisor Networks LLCNov 6, 2007 · Other
- Edward Allen Kolanko to Berthel Fisher & Company Financial Services, Inc.Jul 20, 2007 · Other
Joined, latest
- Ryan Thomas Stoller from Sjs Investment ServicesJan 7, 2026 · RIA to RIA
- Craig Stafford Huntington from Sjs Investment ServicesMay 16, 2022 · RIA to RIA
- Gabriel Felder Thornhill from Thornhill Securities, Inc.Jul 24, 2015 · Other
- Stephen James Myler from Onyx Wealth Advisors, Inc.Jun 12, 2015 · Other
- Daniel Lawrence Cuprill from Zimmer/Cuprill Wealth CoachingMar 13, 2015 · Other
- Darrin Clifford Critchet from Obs FinancialFeb 10, 2014 · Other
- Curtis Clayton Sawyer from Fisher InvestmentsMar 6, 2007 · Other
- Phillip Edward Bollin from UBS Financial Services Inc.Nov 29, 2004 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lewin Robert Avery · Chief Compliance Officercontrolsince 03/2026 · owns less than 5%
- Thomas George Damasco · Partner, Vice Presidentcontrolsince 01/2016 · owns less than 5%
- Ohm Chelsea Heintschel · Partner, Coo & Secretarycontrolsince 01/2016 · owns less than 5%
- Frederick Bryan Ohm · Founding Partner & Co-Presidentcontrolsince 12/2009 · owns less than 5%
- Elevich Christine Ohm · Chief Compliance Officercontrolsince 11/2013 · owns less than 5%
- Scott Sean Shinaberry · Partner, Ceo, Cfocontrolsince 01/2010 · owns less than 5%
Entity owners
- Mpm Wealth Advisors Inc. · Shareholderdirect · owns 75% or more
Related persons
Schedule D 7.A
- Bahiya Fawazinsurancey
- James W. Huntingtonreal estatey
- Matthew Karl Leskovarinsurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Holland, Oh · principal | 13 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Dearborn, MI1 employees
- Grand Rapids, MI1 employees
- Perrysburg, OH1 employees
- Southfield, MI1 employees
- West Lake Hills, TX1 employees
- , 1 employees
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing May 14, 2026Avery, Robert, Lewin (CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2024-03-29 and 2026-05-14peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing May 14, 2026DAMASCO, GEORGE, THOMAS (PARTNER, VICE PRESIDENT) left Schedule A between the filings of 2024-03-29 and 2026-05-14peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing May 14, 2026OHM, CHRISTINE, ELEVICH (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2024-03-29 and 2026-05-14peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing May 14, 2026OHM, BRYAN, FREDERICK (FOUNDING PARTNER & CO-PRESIDENT) left Schedule A between the filings of 2024-03-29 and 2026-05-14peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 2,435 to 2,454Aug 12, 2025 to Mar 31, 2026
- Advisory employees · 20 to 18Aug 12, 2025 to Mar 31, 2026
- Charity clients · unset to 3.0Aug 12, 2025 to Mar 31, 2026
- Corporate clients · 10 to 19Aug 12, 2025 to Mar 31, 2026
- HNW clients · 285 to 337Aug 12, 2025 to Mar 31, 2026
- Individual clients · 863 to 757Aug 12, 2025 to Mar 31, 2026
- Pension plan clients · unset to 2.0Aug 12, 2025 to Mar 31, 2026
- Employees · 20 to 18Aug 12, 2025 to Mar 31, 2026
- State-registered IARs · 15 to 14Aug 12, 2025 to Mar 31, 2026
- Discretionary RAUM · $437M to $444MAug 12, 2025 to Mar 31, 2026
- HNW RAUM · $596M to $708MAug 12, 2025 to Mar 31, 2026
- Individual RAUM · $199M to $277MAug 12, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $452M to $595MAug 12, 2025 to Mar 31, 2026
- Pension RAUM · $736,935 to $5.3MAug 12, 2025 to Mar 31, 2026
- RAUM · $889M to $1.0BAug 12, 2025 to Mar 31, 2026
- Financial planning clients · 26-50 to 26-50Apr 21, 2025 to May 22, 2025
- Related insurance company · true to falseApr 21, 2025 to May 22, 2025
- Accounts · 2,403 to 2,435Aug 27, 2024 to Apr 21, 2025
- Corporate clients · 9 to 10Aug 27, 2024 to Apr 21, 2025
- HNW clients · 266 to 285Aug 27, 2024 to Apr 21, 2025
- Individual clients · 849 to 863Aug 27, 2024 to Apr 21, 2025
- Pension plan clients · 8.0 to unsetAug 27, 2024 to Apr 21, 2025
- Other offices · 11 to 12Aug 27, 2024 to Apr 21, 2025
- Discretionary RAUM · $336M to $437MAug 27, 2024 to Apr 21, 2025
- HNW RAUM · $537M to $596MAug 27, 2024 to Apr 21, 2025
- Individual RAUM · $209M to $199MAug 27, 2024 to Apr 21, 2025
- Non-discretionary RAUM · $459M to $452MAug 27, 2024 to Apr 21, 2025
- Pension RAUM · $4.7M to $736,935Aug 27, 2024 to Apr 21, 2025
- RAUM · $795M to $889MAug 27, 2024 to Apr 21, 2025
- Other offices · 12 to 11Apr 23, 2024 to Jul 25, 2024
- Accounts · 2,483 to 2,403Oct 6, 2023 to Mar 29, 2024
- Advisory activities · 6 to 8Oct 6, 2023 to Mar 29, 2024
- Charity clients · 2.0 to unsetOct 6, 2023 to Mar 29, 2024
- Corporate clients · 2 to 9Oct 6, 2023 to Mar 29, 2024
- HNW clients · 259 to 266Oct 6, 2023 to Mar 29, 2024
- Individual clients · 831 to 849Oct 6, 2023 to Mar 29, 2024
- Pension plan clients · 7 to 8Oct 6, 2023 to Mar 29, 2024
- Assets in custody · 105049766.0 to unsetOct 6, 2023 to Mar 29, 2024
- Custody of client assets · true to falseOct 6, 2023 to Mar 29, 2024
- Financial planning clients · 1-10 to 26-50Oct 6, 2023 to Mar 29, 2024
Signals
2 dated events
- George Thomas Damasco left Mpm Wealth Advisors for Berthel Fisher & Company Financial Services, Inc. (registered 2003-04-04)Aug 4, 2025 · Advisor changed firm · fact
- Ohm Chelsea Heintschel (Partner, Vice President, Chief Operating Officer & Secretary) appeared on Schedule A of Mpm Wealth AdvisorsMar 29, 2024 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 616-726-8450reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/mpm-wealth-advisorsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- leskovarfinancial.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 419-861-1400reportedpublic record, Form ADV, May 14, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $69.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026