Matthew
Leskovar

Mpm Wealth Advisors

CRD#6159140
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Matthew Leskovar is a certified financial planner and personal financial specialist based out of Grand Rapids, Michigan, with 10 years of relevant experience. Leskovar is on the advisory team at Mpm Wealth Advisors. Throughout their career, Leskovar has worked at Leskovar & Leskovar, Beene Garter, Llp and Mpm Wealth Advisors, Inc. Leskovar maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Michigan and Texas. Mpm Wealth Advisors is an advisory company headquartered in Holland, OH. It has offices in 11 locations and a total of 20 people on staff. It has $665 million in assets under management among its 2,483 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm serves two charities and foundations. Of its 2,483 accounts, 24% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Mpm Wealth Advisors has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules typically depend on which services are offered. Fee types charged by Mpm Wealth Advisors may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Years Registered*

10 years

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, 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

$665,000,151

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

20

MI Average: 34
Total Number of Accounts

2,483

MI Average: 1,972
Average Account Size

$267,821

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
  • Other

Matthew Leskovar Work History

Matthew has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Mpm Wealth Advisors, Inc

2012 - Present (12 years)

Leskovar & Leskovar

2012 - Present (12 years)

Beene Garter, Llp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

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

The content in this profile was updated by SmartAsset on 4/16/2023. 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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