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IPI Wealth Management, Inc. Employee Directory

Financial ServicesIllinois, United States51-200 Employees

IPI Wealth Management, Inc. is a financial services company based in Decatur, Illinois, that supports independent financial professionals nationwide. The organization employs 51 to 200 people. It positions itself as a purpose-built partner offering independence and support through a centralized home office. Its services include compliance and risk management, technology and practice management solutions, back-office and operational support, investment platforms and research, and marketing and growth strategies. The company reports annual revenue in the range of $100 million to $250 million. In August 2025, IPI Wealth Management launched a refreshed brand identity and redesigned website, MyIPIWealth.com.

Find IPI Wealth Management, Inc. employees' phone numbers or email addresses

IPI Wealth Management, Inc. Global Highlights

Location
Employees

North America
118

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  • United States Of America
    117
  • Canada
    1

Asia
2

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  • India
    2

Europe
2

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  • Switzerland
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

IPI Wealth Management, Inc.'s Leadership

  • Chief Compliance Officer at IPI Wealth Management, Inc.
    C. E.
    Chief Compliance Officer
    Mobile Phone
  • President At Muza Sheet Metal Co. Llc at IPI Wealth Management, Inc.
    A. S.
    President At Muza Sheet Metal Co. Llc
    Mobile Phone
  • President at IPI Wealth Management, Inc.
    D. A.
    President
    Mobile Phone
  • President At Muza Sheet Metal Co. Llc at IPI Wealth Management, Inc.
    M. O.
    President At Muza Sheet Metal Co. Llc
    Mobile Phone
  • Owner at IPI Wealth Management, Inc.
    A. H.
    Owner
    Mobile Phone
  • Owner at IPI Wealth Management, Inc.
    J. R.
    Owner
    Mobile Phone
  • Deputy Chief Of Security At Icty at IPI Wealth Management, Inc.
    J. W.
    Deputy Chief Of Security At Icty
    Mobile Phone
  • Fixed Income Portfolio Manager at IPI Wealth Management, Inc.
    R. G.
    Fixed Income Portfolio Manager
    Mobile Phone

IPI Wealth Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Community & Social Services
  • Arts & Design
  • Other

Contact profiles from IPI Wealth Management, Inc.

Name
Title
Contact
Location
Last Update
  • Wealth Advisor at IPI Wealth Management, Inc.
    R. R. G.
    Wealth Advisor
    Mobile Phone
    Puerto Rico, San Juan
    Apr 15, 2026
  • Executive Assistant at IPI Wealth Management, Inc.
    A. B.
    Executive Assistant
    Mobile Phone
    Oct 18, 2024
  • Partner At Pc at IPI Wealth Management, Inc.
    C. B.
    Partner At Pc
    Mobile Phone
    Oct 23, 2024
  • Registered Rep at IPI Wealth Management, Inc.
    C. A.
    Registered Rep
    Mobile Phone
    Oct 23, 2024
  • Shop Forman at IPI Wealth Management, Inc.
    C. Y.
    Shop Forman
    Mobile Phone
    Oct 21, 2024
  • Financial Advisor at IPI Wealth Management, Inc.
    D. D.
    Financial Advisor
    Mobile Phone
    Oct 16, 2024
  • Graphics Designer at IPI Wealth Management, Inc.
    K. F.
    Graphics Designer
    Mobile Phone
    Oct 22, 2024
  • Autocad Drafter at IPI Wealth Management, Inc.
    M. G.
    Autocad Drafter
    Mobile Phone
    Oct 22, 2024
  • Wealth Planner at IPI Wealth Management, Inc.
    M. B.
    Wealth Planner
    Mobile Phone
    Oct 22, 2024
  • Network Specialist at IPI Wealth Management, Inc.
    P. A.
    Network Specialist
    Mobile Phone
    India, Gujarat
    Nov 27, 2024

Frequently Asked Questions

What is IPI Wealth Management, Inc. known for?

Minus sign iconPlus sign iconIPI Wealth Management, Inc. was founded in 1987 and operates in the Financial Services industry. You can contact IPI Wealth Management, Inc.'s main corporate office by phone at
+1-217-423-****
. Explore IPI Wealth Management, Inc.'s company overview page for more information.

What is IPI Wealth Management, Inc.'s most common email format?

Minus sign iconPlus sign iconIPI Wealth Management, Inc. employees' email format typically follows the pattern of FLast@investment-planners.com. Trying to find reliable and up-to-date employee contact data? Find more IPI Wealth Management, Inc. email formats with LeadIQ.

How many employees does IPI Wealth Management, Inc. have currently?

Minus sign iconPlus sign iconIPI Wealth Management, Inc. has approximately 84 employees as of September 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are IPI Wealth Management, Inc.'s key employees and leadership?

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As of September 2026, IPI Wealth Management, Inc.'s key employees include:

  • Chief Compliance Officer: C. E.
  • President At Muza Sheet Metal Co. Llc: A. S.
  • President: D. A.
  • President At Muza Sheet Metal Co. Llc: M. O.
  • Owner: A. H.

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