Matthew
Leskovar

Mpm Wealth Advisors

CRD#6159140
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Matthew Leskovar is a financial advisor based in Grand Rapids, Michigan, working with Mpm Wealth Advisors. Matthew has previously held positions at Leskovar & Leskovar, Beene Garter, Llp, and Mpm Wealth Advisors, Inc. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Michigan and Texas. Currently, Matthew is part of Mpm Wealth Advisors, which operates out of Grand Rapids, Michigan. The firm has 12 offices and 20 employees. The firm manages assets totaling $795.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mpm Wealth Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

56 Grandville Ave. Suite 100
Grand Rapids, MI 49503

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Mpm Wealth Advisors Brokerage Details

Total Assets Under Management

$795,032,688

MI Average: $2,106,341,625
Total Number of Employees

20

MI Average: 34
Total Number of Accounts

2,403

MI Average: 1,972
Average Account Size

$330,850

MI Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Matthew Leskovar Work History

2013 - Present (11 years)

Mpm Wealth Advisors, Inc

2012 - Present (12 years)

Leskovar & Leskovar

2012 - Present (12 years)

Beene Garter, Llp

Disclosures

Please visit the SEC profile of Matthew Leskovar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mpm Wealth Advisors

Darrin Critchet
Holland, OH
Matthew Leskovar
Grand Rapids, MI
Craig Huntington
Naples, FL
Chelsea Heintschel
Holland, OH
Stephen Myler
Miramar Beach, FL
George Damasco
Holland, OH
Steven Bernier
Southfield, MI
Glenn Seabolt
Holland, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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