MPI Wealth Management

What changed

Founding partner of newly independent Truing Capital Advisors; previously part of UBS team MPI Wealth Management with about $750M in client assets.

Reported / discovered

Oct 21, 2026

Effective

Not reported

New role

Founding Partner

Previous role

Not reported

Market

Las Vegas, NV

Reported book

$750M

Reported team size

Not disclosed

Named people

2

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

4 observations consolidated into one event.