Ipi Wealth Management, INC.
Decatur, IL·SEC-registered · CRD #111872
Ipi Wealth Management, INC. is an SEC-registered investment advisory firm in Decatur, IL managing $2.7B across 14k client accounts, with 65 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.7B
Client accounts
14k
Advisory staff
65
Fee model
Fee-based
How Ipi Wealth Management, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL IPI WEALTH MANAGEMENT, INC.
See how Ipi compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Ipi Wealth Management, INC.. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Ipi Wealth Management, INC.? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Ipi Wealth Management, INC.
How much does Ipi Wealth Management, INC. manage?
Per its most recent SEC Form ADV filing (03/20/2026), Ipi Wealth Management, INC. reports $2.7B in regulatory assets under management across roughly 14k client accounts.
How does Ipi Wealth Management, INC. charge?
Ipi Wealth Management, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Ipi Wealth Management, INC. a fiduciary?
Yes. Ipi Wealth Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #111872), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Ipi Wealth Management, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Ipi Wealth Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Decatur, IL
Profile compiled from Ipi Wealth Management, INC.'s public SEC Form ADV filing (CRD #111872, filed 03/20/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Ipi Wealth Management, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Ipi Wealth Management, INC.? Claim this profile.