# IPI Wealth Management

IPI Wealth Management is a Bank / Wealth / Trust based in Decatur, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Decatur, United States
- **Region:** North America
- **Address:** Decatur, IL, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** investment-planners.com
- **LinkedIn:** https://www.linkedin.com/company/ipiwealthmanagement

## Regulatory record

- **CRD number:** 111872
- **SEC file number:** 801-56878
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111872

## About

Founded in 1996 and headquartered in Decatur, Illinois, IPI Wealth Management operates as a registered investment advisor providing financial planning and portfolio management services. The firm's client base includes individuals, businesses, and organizations, primarily within its regional footprint. Its structure reflects the classic Main Street advisory model rather than an institutional allocator or multi-family office. IPI's strategy centers on discretionary portfolio management integrated with financial planning. The firm constructs portfolios from individual securities, mutual funds, and exchange-traded funds, targeting long-term capital appreciation and income for retail and retiree clients. While specific holdings are not publicly disclosed, the approach is typical of a traditional wealth management practice emphasizing asset allocation, risk profiling, and periodic rebalancing. The geographic focus remains tightly centered on Decatur and the broader central Illinois market. Team size and total regulatory assets under management are not publicly disclosed, consistent with a privately held advisory practice of its scale. IPI operates a single office in Decatur with no known satellite locations or adjacent vehicles such as philanthropic foundations or real-asset arms. The firm maintains a low public profile, and no material operational events from the last 24 months are verifiable through public sources. IPI's structural differentiator is its longevity as an independent, single-office advisory practice in a market dominated by consolidators and national wirehouses. For three decades, the firm has maintained a bundled planning-and-management model serving a localized client base — a governance and operational posture that resists the centralization pressure reshaping the registered investment advisor industry.

## Questions

### What services does IPI Wealth Management offer?

IPI Wealth Management provides integrated financial planning and discretionary portfolio management. The firm constructs portfolios from individual securities, mutual funds, and ETFs, targeting long-term capital appreciation and income. It does not publicly market niche alternative investment capabilities.

### What is IPI Wealth Management's geographic focus?

The firm's client base and operations are concentrated in Decatur, Illinois, and the surrounding central Illinois region. There are no known additional offices or a national expansion strategy documented in the public record.

### Does IPI Wealth Management disclose its assets under management?

No. IPI Wealth Management does not publicly disclose its regulatory assets under management. As a privately held advisory practice, detailed financial metrics are not available through public filings or the firm's own communications.

## Related profiles

- [IPASP](https://altss.com/profile/ipasp)
- [IPMAT](https://altss.com/profile/ipmat)

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Last updated: 2026-06-03T20:00:00.000Z

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