What departments does IPI Wealth Management, Inc. have?

IPI Wealth Management, Inc. has employees across 8 departments including Administrative, Military & Protective Services, Finance, Operations, Accounting.

What is the largest department at IPI Wealth Management, Inc.?

The largest department at IPI Wealth Management, Inc. is Finance with 11 employees.

Where are IPI Wealth Management, Inc. employees located globally?

IPI Wealth Management, Inc. has employees across 4 continents and 6 countries including South Africa, India, Switzerland, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has IPI Wealth Management, Inc.'s team size changed over time?

IPI Wealth Management, Inc.'s team has grown from approximately 68 to 72 employees based on available data.

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.

IPI Wealth Management, Inc. Global Highlights

North America
129

United States Of America
128
Canada
1

Asia
5

India
5

Europe
2

Switzerland
1
United Kingdom Of Great Britain And Northern Ireland
1

Africa
1

South Africa
1

IPI Wealth Management, Inc.'s Leadership

C. E.
Chief Compliance Officer
Mobile Phone
Email
A. S.
President At Muza Sheet Metal Co. Llc
Mobile Phone
Email
B. C.
President
Mobile Phone
Email
D. A.
President
Mobile Phone
Email
M. O.
President At Muza Sheet Metal Co. Llc
Mobile Phone
Email
B. J.
Partner, Brentwood Office
Mobile Phone
Email
A. H.
Owner
Mobile Phone
Email
C. B.
Partner At Pc
Mobile Phone
Email

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 Info

Location

Last Update

L. P.
Yockey Financial Services
Mobile Phone
Email
United States
Apr 03, 2026
M. B.
Compliance Officer
Mobile Phone
Email
United StatesWisconsin
Jun 25, 2026
R. R. G.
Wealth Advisor
Mobile Phone
Email
Puerto RicoSan Juan
Apr 15, 2026
J. H.
Investment Advisor
Mobile Phone
Email
United StatesNorth Carolina
Nov 11, 2025
J. Y.
Financial Advisor
Mobile Phone
Email
United StatesKentucky
Jun 08, 2026
A. W.
Investment Advisor Representative
Mobile Phone
Email
United StatesArizona
Apr 14, 2026
T. N.
Investment Advisor
Mobile Phone
Email
United StatesIowa
Apr 16, 2026
B. K.
Associate Wealth Advisor
Mobile Phone
Email
United StatesMissouri
Apr 03, 2026
M. L.
Investment Advisor
Mobile Phone
Email
United StatesKansas
Jun 01, 2026
G. U.
Registered Rep
Mobile Phone
Email
United StatesKansas
Jun 08, 2026

Frequently Asked Questions

What is IPI Wealth Management, Inc. known for?

IPI Wealth Management, Inc. was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 226 West Eldorado Decatur, Illinois 62522 United States; you can contact the 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?

IPI Wealth Management, Inc. employees' email format typically follows the pattern of . 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?

IPI Wealth Management, Inc. has approximately 87 employees as of June 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

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

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

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

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IPI Wealth Management, Inc. Employee Directory

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