Matthew Donald Pequet
Investment adviser representative at Mpi Wealth Management LLC
23 yearsExperience
2 statesRegistered in
$233.6MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Mpi Wealth Management LLCJul 2019 to now
- Mpi Investment Management IncJun 2003 to Dec 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Mpi Wealth Management LLC
$233.6MAssets managed
153Clients
3Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5860698
- Firm CRD
- 301011