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Bank / Wealth / TrustRIA · CRD 104926SEC-Registered

Updated:

MPM Wealth Advisors

MPM Wealth Advisors is an SEC-registered investment adviser in HOLLAND, OH, since 1995. The firm manages $1.0 billion in assets, with $444 million on a...

Overview

MPM Wealth Advisors is an SEC-registered investment adviser in HOLLAND, OH, since 1995. The firm manages $1.0 billion in assets, with $444 million on a discretionary basis. It has 18 employees and 18 investment advisers. MPM WEALTH ADVISORS was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-05-14, it reported 18 employees; 2,454 advisory accounts; services including Educational seminars and workshops, Financial planning, Pension consulting, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Publication of periodicals or newsletters, Selection of other advisers; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.

General information

Firm type

Bank / Wealth / Trust

Year founded

1995

Location

Region

North America

Country

United States

City

Holland

Corporate office

Holland, MI, United States

Frequently asked questions

What is the firm's competitive position in West Michigan?

MPM competes with other local advisory boutiques, regional bank trust departments, and national aggregators that have entered the Grand Rapids market. Its edge rests on longevity in the community, personal relationships, and a fiduciary structure that avoids the product-push incentives of larger wealth management platforms.

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