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David Wayne Pequet

MPI WEALTH MANAGEMENT LLC·HINSDALE, Illinois
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15 SALT CREEK LANE, SUITE 404, HINSDALE, IL 60521-2965CRD# 816955Firm CRD# 301011
01

About

David Wayne Pequet is a registered financial advisor based in HINSDALE, Illinois, affiliated with MPI WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
MPI WEALTH MANAGEMENT LLC
MPI WEALTH MANAGEMENT LLC
AUM
$247M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MPI WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 816955
Firm CRD# 301011
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Wayne Pequet offer?
David Wayne Pequet specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HINSDALE, Illinois for a consultation.
What are David Wayne Pequet's credentials?
David Wayne Pequet is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Wayne Pequet located?
David Wayne Pequet is based in HINSDALE, Illinois, working with MPI WEALTH MANAGEMENT LLC. Their office serves clients in the HINSDALE metropolitan area and surrounding communities.
How does David Wayne Pequet charge for services?
David Wayne Pequet's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MPI WEALTH MANAGEMENT LLC?
MPI WEALTH MANAGEMENT LLC has approximately 3 employees and manages $247M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HINSDALE
Emily Suikuen Viehweg — NEW CENTURY CAPITAL MANAGEMENT, LLCMichael Joseph Mccabe — WNA WEALTH ADVISORS, INC.Bradley Clifton Smith — MPI INVESTMENT MANAGEMENT INCMatthew Donald Pequet — MPI WEALTH MANAGEMENT LLCJim R Porter — NEW CENTURY CAPITAL MANAGEMENT, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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