IPI WEALTH MANAGEMENT, INC.
Latest filing: Jun 09, 2025 (83 days ago)
AUM
$2,248,994,441
5% change vs. 1 year ago
19% change vs. 3 years ago
109% change vs. 5 years ago
71% change vs. 10 years ago
Employee Count
73
-6% change vs. 1 year ago
-11% change vs. 3 years ago
-1% change vs. 5 years ago
508% change vs. 10 years ago
Main Office
DECATUR, IL
226 W. ELDORADO, DECATUR, IL, UNITED STATES, 62522
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.1 |
| Non-Discretionary | $0.1 |
| Total | $2.2 |
| Client | AUM |
|---|---|
| Retail | $2.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $2.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 10,345 | $1.5 |
| Average Individual AUM | $147,927 | |
| HNW | 321 | $0.7 |
| Average HNW AUM | $2,095,784 | |
| Retail Total | 10,666 | $2.2 |
| Average Retail AUM | $206,549 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.2 |
| Retail SMA AUM | $2.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 70% | $1.6 |
| Equity Non-Exch | 10% | $0.2 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 10% | $0.2 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 10% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $2.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| INVESTMENT PLANNERS, INC. | $0.0 | broker-dealer | 18557 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
80 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ADIN RODRIGUEZ | DECATUR | IL | S63|2000-05-18|S65|2007-03-02 | ||||||
| SEAN CRAIG | DECATUR | IL | S63|1996-04-02|S65|2000-08-25 | ||||||
| JUSTIN SCHELLENBERG | DECATUR | IL | S65|2022-02-05 | ||||||
| DAVID VOLANTE | DECATUR | IL | S63|1987-04-24|S65|2011-04-29 | ||||||
| JAMES MINTON | DECATUR | IL | S63|1992-05-29|S65|1998-08-31 | ||||||
| MATTHEW PLADERS | DECATUR | IL | S66|2023-09-22 | ||||||
| TERRY MILLER | DECATUR | IL | CHARTERED FINANCIAL ANALYST | ||||||
| TEANNA ANDERSON | DECATUR | IL | S66|2018-08-02 | ||||||
| ALWIN MARTINEZ GONZALEZ | DECATUR | IL | S63|2007-02-01|S66|2020-07-04 | ||||||
| JESSE RUPP | DECATUR | IL | S66|2017-11-16 | ||||||
| ERIC ORTIZ-BERRIOS | DECATUR | IL | S66|2015-01-12 | ||||||
| CHRISTOPHER MACKENZIE | DECATUR | IL | S66|2000-05-15 | ||||||
| CHARLES SKEMP | DECATUR | IL | S63|1984-12-27|S66|2002-01-24 | ||||||
| JOSEPH HUTMACHER | DECATUR | IL | S63|1991-08-09|S65|1998-11-20 | ||||||
| BARBARA MUTSAERS | DECATUR | IL | S63|1993-04-16|S66|2016-11-02 | ||||||
| MARY YEAGER | DECATUR | IL | S66|2003-06-30 | ||||||
| JUDITH BELSHE | DECATUR | IL | S63|1985-10-28 | ||||||
| NATHAN REWERTS | DECATUR | IL | S63|1997-07-11|S65|1999-11-15 | ||||||
| BRADY REYNOLDS | DECATUR | IL | S66|2024-05-10 | ||||||
| LORA HOFF | DECATUR | IL | S63|1999-02-25 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $2.2 | $0.0 | 0% | 73 | 0 | 0% |
| 2025-04-21 | $2.2 | $0.0 | 0% | 73 | 0 | 0% |
| 2024-04-02 | $2.1 | $0.1 | 5% | 78 | -5 | -6% |
| 2023-04-04 | $1.8 | $0.5 | 27% | 81 | -8 | -10% |
| 2022-04-01 | $1.9 | $0.4 | 19% | 82 | -9 | -11% |
| 2021-04-05 | $1.2 | $1.0 | 86% | 78 | -5 | -6% |
| 2020-04-01 | $1.1 | $1.2 | 109% | 74 | -1 | -1% |
| 2019-04-01 | $1.2 | $1.1 | 90% | 79 | -6 | -8% |
| 2018-04-02 | $1.4 | $0.9 | 65% | 80 | -7 | -9% |
| 2017-04-01 | $1.1 | $1.1 | 104% | 84 | -11 | -13% |
| 2016-04-01 | $1.0 | $1.3 | 126% | 12 | 61 | 508% |
| 2015-04-01 | $1.3 | $0.9 | 71% | 12 | 61 | 508% |
| 2014-04-01 | $1.3 | $0.9 | 73% | 12 | 61 | 508% |
| 2013-04-01 | $0.6 | $1.6 | 258% | 12 | 61 | 508% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IL, AL-04/19/2011, AR-04/11/2005, AZ-03/19/2010, CA-04/05/2005, CO-04/05/2005, CT-06/20/2013, FL-03/07/2002, GA-01/11/2006, HI-07/22/2015, IA-03/11/2002, ID-11/02/2004, IL-01/13/1995, IN-03/28/2001, KS-11/14/2005, KY-08/13/2001, LA-12/08/2006, MA-01/03/2014, MD-05/08/2007, ME-01/03/2014, MI-01/06/2003, MN-05/12/2004, MO-03/28/2001, MS-03/06/2002, MT-11/05/2019, NC-09/07/2005, NE-10/20/2003, NH-12/08/2006, NJ-12/18/2006, NM-04/30/2003, NV-09/10/2019, NY-12/08/2006, OH-01/11/2006, OK-01/06/2003, OR-01/03/2014, PA-12/08/2006, PR-09/23/2016, RI-08/06/2010, SC-01/10/2005, SD-01/14/2004, TN-03/07/2002, TX-01/10/2005, UT-01/03/2014, VA-01/11/2006, VT-04/05/2005, WA-12/01/2010, WI-03/08/2004, WV-03/19/2010 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV