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| Midwest Professional Planners Ltd
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|---|---|
| CRD # | 112995 |
| SEC # | 801-72649 |
| CIK # | 0001730575 |
| AUM | $554.3 M (2025-07-24) |
| Employees | 29 (48% Investors, 7% Brokers) |
| Phone | 715-848-3474 |
| Address | 2610 Stewart Avenue, Suite 100 Wausau, WI 54401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.9 | ||
| Broadcom Inc | 11.9 | ||
| J P Morgan Chase & Co | 7.3 | ||
| Costco Wholesale Corp /NEW | 6.9 | ||
| Capital One Financial Corp | 6.5 | ||
| Microsoft Corp | 6.4 | ||
| Eaton Corp Ltd | 6.1 | ||
| Moodys Corp /DE/ | 6.0 | ||
| Lam Research Corp | 5.1 | ||
| Oracle Corp | 5.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 431 | 88.4 |
| (b) Individuals (high net worth individuals) | 232 | 447.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 12.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 98 | 5.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,586 | 554.3 |
| By Discretionary | ||
| Discretionary | 2,586 | 554.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,586 | 554.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 554.3 | |
| Total | 2,586 | 554.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730575] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bellatore Financial Inc
✚
|
TX | 0.6 |
|
Garden State Investment Advisory Services LLC
✚
|
NJ | 0.6 |
|
Dale K Ehrhart Inc
✚
|
FL | 0.6 |
|
Colorado Capital Management Inc
✚
|
CO | 0.6 |
|
WBI Investments LLC
✚
|
NJ | 0.6 |
|
Kutscher Benner Barsness & Stevens Inc
✚
|
WA | 0.6 |
|
Purus Wealth Management LLC
✚
|
CA | 0.5 |
|
Milestone Asset Management LLC
✚
|
PA | 0.5 |
|
Grey Fox Wealth Advisors LLC
✚
|
DE | 0.5 |
|
Outlook Wealth Advisors LLC
✚
|
TX | 0.5 |