Ipi Wealth Management, Inc.

Registered investment adviser · Decatur, IL · CRD #111872

Form ADV data as of 2026-09-01

Regulatory assets

$2.66 billion

Total accounts

13,260

Employees

Disclosure events

Firm details

Website: http://chrishammann.com
Telephone: 217-425-6340
SEC file number: 801-56878
Most recent Form ADV filing: 2026-03-20
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$2.47 billion
Non-discretionary regulatory assets under management	$182.0 million
Total regulatory assets under management	$2.66 billion
Discretionary accounts	12,525
Non-discretionary accounts	735
Total accounts	13,260
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	67
Employees performing investment advisory functions (including research)	65
Employees who are registered representatives of a broker-dealer	62
Employees registered as investment adviser representatives with a state	67
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	62
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	No
Client funds and securities held in a related person's custody	$247.5 million
Clients for whom a related person has custody	1,005
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	3

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshops

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerInsurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons
Receives soft dollar benefits
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	12,703	$1.62 billion
High net worth individuals	435	$926.9 million
Pension and profit sharing plans (not the participants or government plans)	51	$42.5 million
Charitable organizations	28	$2.3 million
Corporations or other businesses not listed above	43	$68.2 million