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
Ipi Wealth Management, Inc.
Legal name Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc.
Latest filing Mar 20, 2026
First filing on the tape Feb 14, 2012 · 49 filings
SEC status approved since Nov 1, 1999
RAUM
$2.7B
reported, Item 5.F
Discretionary
93%
of RAUM
Private clients
96%
$2.5B individuals and HNW
Advisors
68
registered through the firm on IAPD
RAUM per advisor
$39.1M
derived; firm RAUM over IAPD count
Employees
67
65 advisory (5.B.1)
Offices
39
beyond the principal office
Private funds
0
reported on Schedule D
History
49 filings and snapshots on the tape
RAUM$2.7B as of Mar 20, 2026
Feb 14, 2012$628M then
HNW client RAUM$927M as of Mar 20, 2026
Mar 1, 2018$47.9M then
State-registered IARs (5.B.3)67 as of Mar 20, 2026
Apr 3, 20137 then
Employees (5.A)67 as of Mar 20, 2026
Apr 3, 201312 then
Private funds: no history
RAUM +18% over the last fiscal year+14% a year over threeIARs 73 to 67offices 40 to 39
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $39.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 193derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $200,263derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 93%derivedof RAUM
- Institutional
- 1.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.7derived40 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- -8.2%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +23%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, educational seminarsreportedItem 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)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$1.6B61%
- High-net-worth individuals$927M35%
- Corporations and businesses$68.2M2.6%
- Pension and profit-sharing plans$42.5M1.6%
- Charitable organizations$2.3M0.1%
- Individual clients
- 12,703reported
- HNW clients
- 435reported
- Pension plan clients
- 51reported
- Charitable clients
- 28reported
- Accounts
- 13,260reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.02 related_bd=true related_bank=false bd_reps=62.0derived
Advisors registered through the firm
68 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| David Paul Koshinski | Decatur, Il | Jan 13, 1998 | 34 y | 0 |
| James Walter Minton | Decatur, Il | Jan 13, 1998 | 34 y | 0 |
| Joseph Lawrence Hutmacher | Decatur, Il | Jan 13, 1999 | 35 y | 0 |
| John Michael Lavery | Quincy, Il | Sep 6, 2000 | 31 y | 0 |
| Chris Charles Hammann | Carlinville, Il | Nov 1, 2000 | 33 y | 0 |
| John Patrick Murphy | Casey, Il | Nov 30, 2000 | 29 y | 0 |
| Charles Roger Skemp | Dubuque, Ia | Mar 11, 2002 | 41 y | 0 |
| Timothy Allen Nobles | Spirit Lake, Ia | Mar 26, 2002 | 27 y | 0 |
| Bart Wilkins Jones | Brentwood, Tn | Jan 9, 2004 | 28 y | 0 |
| Scott Douglas Winters | Brentwood, Tn | Jan 23, 2004 | 29 y | 0 |
| Nathan Lee Rewerts | Decatur, Il | May 5, 2006 | 29 y | 2 |
| Eddie Dean Hart | Burlington, Ia | Oct 23, 2006 | 41 y | 0 |
| James Edward Hamilton | Decatur, Il | Jan 5, 2007 | 28 y | 1 |
| Julie-Anne Pickett | Macomb, Il | Nov 13, 2007 | 28 y | 0 |
| Jennifer Kay LarsonCertified Financial Planner, Chartered Financial Consultant | Decatur, Il | Apr 21, 2008 | 18 y | 0 |
| David Wayne RuthsCertified Financial Planner | Chicago, Il | Sep 8, 2008 | 26 y | 0 |
| Gregory James Mcginn | Decatur, Il | Jun 2, 2009 | 40 y | 1 |
| John M Hart | Decatur, Il | Apr 23, 2010 | 18 y | 1 |
| Alan Fulk | Springfield, Il | Mar 27, 2012 | 26 y | 2 |
| Randall Stuart Lane | Savoy, Il | Jan 3, 2013 | 20 y | 0 |
| Craig Wayne MonceyChartered Financial Consultant | Quincy, Il | Jan 9, 2014 | 27 y | 2 |
| Garrick George Batley | Decatur, Il | Jan 10, 2014 | 14 y | 0 |
| Michelle Suzanne Hancock | Decatur, Il | Jul 1, 2014 | 21 y | 1 |
| David Jerry Volante | South Lyon, Mi | Mar 13, 2015 | 39 y | 1 |
| Monte Rhae Hazelbaker | Cincinnati, Oh | Jan 4, 2016 | 27 y | 0 |
| Sean Patrick Craig | Bloomington, Il | May 3, 2016 | 30 y | 3 |
| Barbara Ann Mutsaers | Zagarolo | Nov 4, 2016 | 33 y | 0 |
| Elizabeth Anne Meier | St. Louis, Mo | Jan 20, 2017 | 35 y | 0 |
| Jerry Roy Yockey | Decatur, Il | Apr 21, 2017 | 33 y | 3 |
| Allen Bayard ClosserCertified Financial Planner | Decatur, Il | Feb 23, 2018 | 43 y | 1 |
| Teanna L Anderson | Decatur, Il | Aug 3, 2018 | 10 y | 0 |
| Lori Lea Fuerstenberg | Decatur, Il | Nov 13, 2018 | 26 y | 4 |
| Gregory James Smith | Decatur, Il | Mar 26, 2019 | 38 y | 2 |
| Jason Bradley Schwieder | Decatur, Il | Apr 4, 2019 | 28 y | 1 |
| Aaron Kent Eberhart | Decatur, Il | Sep 4, 2019 | 10 y | 0 |
| Jennifer Defries | Bloomington, Il | Jan 2, 2020 | 10 y | 2 |
| Charles Thomas Brown | Decatur, Il | Jan 29, 2020 | 40 y | 0 |
| Joe David Myers | Surprise, Az | Mar 31, 2020 | 38 y | 3 |
| Garvis Kelby Owens | Decatur, Il | Apr 1, 2020 | 10 y | 1 |
| Andrew L Dejong | Decatur, Il | Jul 20, 2020 | 22 y | 4 |
Advisor movement
4 left, 2 joined in 12 months
net -2 in 12 months1 left in 90 days1 joined in 90 daysdeparture rate 5.9% of current headcount18 left over 36 months
Left, latest
- Robert Matthew Sweas to Lifeworks Advisors, LLCJul 20, 2026 · Affiliated broker-dealer or bank to independent RIA
- Chad C Altadonna to United Planners' Financial Services Of America A Limited PartnerApr 28, 2026 · Affiliated broker-dealer or bank to independent RIA
- Alwin F Martinez Gonzalez to LPL Financial LLCFeb 10, 2026 · Affiliated broker-dealer or bank to another
- Philip Wesley Wegman to Journey Beyond WealthSep 29, 2025 · Affiliated broker-dealer or bank to independent RIA
- Cory Reid Neumiller to Bonfire Financial, LLCSep 8, 2025 · Affiliated broker-dealer or bank to independent RIA
- Lee Joseph Nosbisch to LPL Enterprise, LLCAug 8, 2025 · Affiliated broker-dealer or bank to another
- Paul Reynold Brown to Clearstone Wealth Management, LLCJan 2, 2025 · Affiliated broker-dealer or bank to a state-registered adviser
- Gregory Carl Barson to LPL Financial LLCDec 31, 2024 · Affiliated broker-dealer or bank to another
- Lora Jane Hoff to Concurrent Investment Advisors, LLCAug 8, 2024 · Affiliated broker-dealer or bank to independent RIA
- Joshua Christian Hoff to Concurrent Investment Advisors, LLCAug 8, 2024 · Affiliated broker-dealer or bank to independent RIA
- Michael Wayne Newton to Cambridge Investment Research Advisors, Inc.Jul 1, 2024 · Affiliated broker-dealer or bank to another
- Brady Thomas Reynolds to Cambridge Investment Research Advisors, Inc.Jul 1, 2024 · Affiliated broker-dealer or bank to another
- Kevin Douglas Taylor to Cambridge Investment Research Advisors, Inc.Jul 1, 2024 · Affiliated broker-dealer or bank to another
- Karen R Reynolds to Cambridge Investment Research Advisors, Inc.Jul 1, 2024 · Affiliated broker-dealer or bank to another
- David Dahl to Integrated Wealth Concepts LLCFeb 29, 2024 · Affiliated broker-dealer or bank to independent RIA
Joined, latest
- Tanner Aaric Bartlow from Forthright CapitalJun 29, 2026 · RIA to affiliated broker-dealer or bank
- Robert Matthew Sweas from Krm Financial Planning & Wealth Management, LLCApr 16, 2026 · Other
- Galen Keith Unruh from Barkley, Rewerts & Unruh Financial Services LLCJun 25, 2025 · Other
- Jeffrey Michael Kuchinsky from L.M. Kohn & CompanyMay 6, 2025 · RIA to affiliated broker-dealer or bank
- Lee Joseph Nosbisch from Slagle Financial, LLC.Mar 13, 2025 · RIA to affiliated broker-dealer or bank
- Kevin Douglas Taylor from Cambridge Investment Research Advisors, Inc.Nov 12, 2024 · Affiliated broker-dealer or bank to another
- Karen R Reynolds from Cambridge Investment Research Advisors, Inc.Oct 16, 2024 · Affiliated broker-dealer or bank to another
- Mark D Berndt from Kcd Financial, Inc.Feb 1, 2024 · RIA to affiliated broker-dealer or bank
- Jose Ivan Acosta Jordan from Kovack Advisors, Inc.Aug 17, 2023 · Affiliated broker-dealer or bank to another
- James Lee Huber from Pruco Securities, LLCJul 10, 2023 · Affiliated broker-dealer or bank to another
- Eric M Lewis from Equitable Advisors, LLCJan 3, 2023 · Affiliated broker-dealer or bank to another
- Philip Wesley Wegman from Vanguard Advisers, Inc.Oct 14, 2022 · Affiliated broker-dealer or bank to another
- Patrick Mullin from Indian Spring Management LLCFeb 25, 2022 · Other
- Chad C Altadonna from Northwestern Mutual Investment Services,LLCJan 31, 2022 · Other
- Richard Hunter from Principal Securities, Inc.Aug 10, 2021 · Affiliated broker-dealer or bank to another
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Concurrent Investment Advisors, LLCAug 8, 2024 · Dallas, Tx
- 4 left for Cambridge Investment Research Advisors, Inc.Jul 1, 2024 · Bowling Green, Ky
- 4 left for Cetera Advisor Networks LLCFeb 20, 2019 · Champaign, Il
- 3 left for Ameriprise Financial Services, LLCFeb 1, 2019 · Terre Haute, In
- 3 left for 4wealth Advisors, Inc.Aug 1, 2017 · Orland Park, Il
- 2 joined from Cambridge Investment Research Advisors, Inc.Sep 5, 2024 · Bowling Green, Ky
- 2 joined from Npa Asset Management, LLCOct 21, 2020 · Fair Lawn, Nj
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Bayard Allen Closser · Presidentcontrolsince 06/2017 · owns 10% to 25%
- Lea Lori Fuerstenberg · Chief Compliance Officercontrolsince 11/2018 · owns less than 5%
- Suzanne Michelle Hancock · Chief Operations Officercontrolsince 08/2025 · owns less than 5%
- Paul David Koshinski · Ceocontrolsince 01/1996 · owns 75% or more
Related persons
Schedule D 7.A
- Investment Planners, Inc.broker-dealern
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Decatur, Il · principal | 51 | 4 | 3 | ||
| Quincy, Il | 10 | 4 | 0 | ||
| San Juan, Pr | 4 | 0 | 0 | ||
| Brentwood, Tn | 3 | 0 | 0 | ||
| Yankton, Sd | 2 | 0 | 0 | ||
| Springfield, Il | 2 | 0 | 0 | ||
| Bloomington, Il | 2 | 0 | 0 | ||
| Shelbyville, Il | 2 | 1 | 0 | ||
| Dubuque, Ia | 2 | 0 | 0 | ||
| Topeka, Ks | 2 | 0 | 0 | ||
| Las Vegas, Nv | 1 | 0 | 0 | ||
| Bowling Green, Ky | 1 | 0 | 0 | ||
| Orlando, Fl | 0 | 0 | 1 | ||
| Briarcliff Manor, Ny | 0 | 0 | 0 | ||
| Dallas, Tx | 0 | 0 | 0 | ||
| Englewood, Co | 0 | 0 | 0 | ||
| Franklin, Ky | 0 | 0 | 0 | ||
| Murfreesboro, Tn | 0 | 0 | 0 | ||
| New Waterford, Oh | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Quincy, IL5 employees
- Dubuque, IA4 employees
- San Juan, PR3 employees
- Bowling Green, KY3 employees
- Brentwood, TN2 employees
- Quincy, IL2 employees
- Fortville, IN2 employees
- , 2 employees
- , 2 employees
- Yankton, SD2 employees
- Nashville, TN2 employees
- Macomb, IL2 employees
- Dallas, TX2 employees
- , 1 employees
- Burlington, IA1 employees
- , 1 employees
- , 1 employees
- Mt Zion, IL1 employees
- , 1 employees
- Neenah, WI1 employees
- Alton, IL1 employees
- Bloomington, IL1 employees
- Shelbyville, IL1 employees
- Greensburg, IN1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 10,743 to 13,260Jun 9, 2025 to Mar 20, 2026
- Advisory employees · 71 to 65Jun 9, 2025 to Mar 20, 2026
- BD registered reps · 63 to 62Jun 9, 2025 to Mar 20, 2026
- Charity clients · 24 to 28Jun 9, 2025 to Mar 20, 2026
- Corporate clients · 34 to 43Jun 9, 2025 to Mar 20, 2026
- HNW clients · 321 to 435Jun 9, 2025 to Mar 20, 2026
- Individual clients · 10,345 to 12,703Jun 9, 2025 to Mar 20, 2026
- Pension plan clients · 19 to 51Jun 9, 2025 to Mar 20, 2026
- Employees · 73 to 67Jun 9, 2025 to Mar 20, 2026
- State-registered IARs · 73 to 67Jun 9, 2025 to Mar 20, 2026
- Other offices · 40 to 39Jun 9, 2025 to Mar 20, 2026
- Discretionary RAUM · $2.1B to $2.5BJun 9, 2025 to Mar 20, 2026
- HNW RAUM · $673M to $927MJun 9, 2025 to Mar 20, 2026
- Individual RAUM · $1.5B to $1.6BJun 9, 2025 to Mar 20, 2026
- Non-discretionary RAUM · $112M to $182MJun 9, 2025 to Mar 20, 2026
- Pension RAUM · $15.9M to $42.5MJun 9, 2025 to Mar 20, 2026
- RAUM · $2.2B to $2.7BJun 9, 2025 to Mar 20, 2026
- Financial planning clients · 26-50 to 26-50Mar 24, 2025 to Jun 9, 2025
- Accounts · 10,573 to 10,743Apr 8, 2024 to Mar 24, 2025
- Advisory employees · 75 to 71Apr 8, 2024 to Mar 24, 2025
- BD registered reps · 61 to 63Apr 8, 2024 to Mar 24, 2025
- Charity clients · 19 to 24Apr 8, 2024 to Mar 24, 2025
- Corporate clients · 29 to 34Apr 8, 2024 to Mar 24, 2025
- HNW clients · 324 to 321Apr 8, 2024 to Mar 24, 2025
- Individual clients · 10,144 to 10,345Apr 8, 2024 to Mar 24, 2025
- Pension plan clients · 55 to 19Apr 8, 2024 to Mar 24, 2025
- Employees · 78 to 73Apr 8, 2024 to Mar 24, 2025
- State-registered IARs · 78 to 73Apr 8, 2024 to Mar 24, 2025
- Other offices · 43 to 40Apr 8, 2024 to Mar 24, 2025
- Discretionary RAUM · $2.0B to $2.1BApr 8, 2024 to Mar 24, 2025
- HNW RAUM · $751M to $673MApr 8, 2024 to Mar 24, 2025
- Individual RAUM · $1.3B to $1.5BApr 8, 2024 to Mar 24, 2025
- Non-discretionary RAUM · $192M to $112MApr 8, 2024 to Mar 24, 2025
- Pension RAUM · $93.1M to $15.9MApr 8, 2024 to Mar 24, 2025
- RAUM · $2.1B to $2.2BApr 8, 2024 to Mar 24, 2025
- Accounts · 9,785 to 10,573Jan 3, 2024 to Mar 22, 2024
- Advisory employees · 78 to 75Jan 3, 2024 to Mar 22, 2024
- Advisory activities · 4 to 5Jan 3, 2024 to Mar 22, 2024
- BD registered reps · 62 to 61Jan 3, 2024 to Mar 22, 2024
- Charity clients · 17 to 19Jan 3, 2024 to Mar 22, 2024
Signals
27 dated events
- Robert Matthew Sweas left Ipi Wealth Management, Inc. for Lifeworks Advisors, Llc (registered 2026-07-28)Jul 20, 2026 · Advisor changed firm · fact
- Chad C Altadonna left Ipi Wealth Management, Inc. for United Planners' Financial Services Of America A Limited Partner (registered 2026-05-15)Apr 28, 2026 · Advisor changed firm · fact
- Alwin F Martinez Gonzalez left Ipi Wealth Management, Inc. for Lpl Financial Llc (registered 2026-05-18)Feb 10, 2026 · Advisor changed firm · fact
- Philip Wesley Wegman left Ipi Wealth Management, Inc. for Journey Beyond Wealth (registered 2025-10-21)Sep 29, 2025 · Advisor changed firm · fact
- Cory Reid Neumiller left Ipi Wealth Management, Inc. for Bonfire Financial, Llc (registered 2025-09-12)Sep 8, 2025 · Advisor changed firm · fact
- Lee Joseph Nosbisch left Ipi Wealth Management, Inc. for Lpl Enterprise, Llc (registered 2026-07-16)Aug 8, 2025 · Advisor changed firm · fact
- Paul Reynold Brown left Ipi Wealth Management, Inc. for Clearstone Wealth Management, Llc (registered 2025-02-13)Jan 2, 2025 · Advisor changed firm · fact
- Gregory Carl Barson left Ipi Wealth Management, Inc. for Lpl Financial Llc (registered 2025-04-09)Dec 31, 2024 · Advisor changed firm · fact
- 2 advisors left Cambridge Investment Research Advisors, Inc. (Bowling Green, KY) for Ipi Wealth Management, Inc. on the same daySep 5, 2024 · Team lift-out · derived
- Lora Jane Hoff left Ipi Wealth Management, Inc. for Concurrent Investment Advisors, Llc (registered 2024-08-07)Aug 8, 2024 · Advisor changed firm · fact
- 2 advisors left Ipi Wealth Management, Inc. (Dallas, TX) for Concurrent Investment Advisors, LLC on the same dayAug 8, 2024 · Team lift-out · derived
- Joshua Christian Hoff left Ipi Wealth Management, Inc. for Concurrent Investment Advisors, Llc (registered 2024-08-08)Aug 8, 2024 · Advisor changed firm · fact
- Kevin Douglas Taylor left Ipi Wealth Management, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2024-06-18)Jul 1, 2024 · Advisor changed firm · fact
- Michael Wayne Newton left Ipi Wealth Management, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2024-06-19)Jul 1, 2024 · Advisor changed firm · fact
- Brady Thomas Reynolds left Ipi Wealth Management, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2024-06-18)Jul 1, 2024 · Advisor changed firm · fact
- 4 advisors left Ipi Wealth Management, Inc. (Bowling Green, KY) for Cambridge Investment Research Advisors, Inc. on the same dayJul 1, 2024 · Team lift-out · derived
- Karen R Reynolds left Ipi Wealth Management, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2024-06-18)Jul 1, 2024 · Advisor changed firm · fact
- David Dahl left Ipi Wealth Management, Inc. for Integrated Wealth Concepts Llc (registered 2024-03-12)Feb 29, 2024 · Advisor changed firm · fact
- David Cleary left Ipi Wealth Management, Inc. for Fortis Capital Advisors, Llc (registered 2024-02-05)Feb 1, 2024 · Advisor changed firm · fact
- Patrick Mullin left Ipi Wealth Management, Inc. for Fortis Capital Advisors, Llc (registered 2024-02-18)Jan 24, 2024 · Advisor changed firm · fact
- Regina Unger left Ipi Wealth Management, Inc. for Kcd Financial, Inc. (registered 2024-01-03)Nov 21, 2023 · Advisor changed firm · fact
- Maxwell Jason Gensler left Ipi Wealth Management, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2025-01-17)Jun 26, 2023 · Advisor changed firm · fact
- Jane Mary Yeager (Municipal Principal) no longer on Schedule A of Ipi Wealth Management, Inc. (listed 2022-11-29, absent 2023-03-23)Mar 23, 2023 · Control person left · inference
- Richard Hunter left Ipi Wealth Management, Inc. for Lpl Financial Llc (registered 2025-11-06)Jan 3, 2023 · Advisor changed firm · fact
- Michael Balch left Ipi Wealth Management, Inc. for Ip Financial Advisory Services Llc (registered 2023-12-01)Dec 20, 2022 · Advisor changed firm · fact
- Ipi Wealth Management, Inc. reported RAUM $1.9B, up 56% from $1.2B (2021-03-19 to 2022-03-24)Mar 24, 2022 · RAUM change · derived
- Brenton D Ernsbarger left Ipi Wealth Management, Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-06-01)Feb 10, 2022 · Advisor changed firm · 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
- Firm profile
- LINKEDIN.COM/COMPANY/IPIWealthManagementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- myipiwealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 217-425-6340reportedpublic record, Form ADV, Mar 20, 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
- Broker-dealer affiliated wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $39.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026