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| Midwest Professional Planners Ltd
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|---|---|
| CRD # | 112995 |
| SEC # | 801-72649 |
| CIK # | 0001730575 |
| AUM | 649.3 M (2026-05-18) |
| Employees | 29 (52% Investors, 7% Brokers) |
| Fees | |
| Minimum | |
| 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 | 13.8 | ||
| Broadcom Inc | 11.9 | ||
| Applied Materials Inc /DE | 8.3 | ||
| Lam Research Corp | 8.3 | ||
| J P Morgan Chase & Co | 7.6 | ||
| United Technologies Corp /DE/ | 6.6 | ||
| Cummins Inc | 6.6 | ||
| Eaton Corp Ltd | 6.2 | ||
| Lockheed Martin Corp | 5.9 | ||
| Costco Wholesale Corp /NEW | 5.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 446 | 101.6 |
| (b) Individuals (high net worth individuals) | 264 | 524.4 |
| (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 | 17.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 117 | 6.1 |
| (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 | 2,726 | 649.3 |
| By Discretionary | ||
| Discretionary | 2,726 | 649.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,726 | 649.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 649.3 | |
| Total | 2,726 | 649.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730575] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 45 |
| Serves | Institutional, Retail, Research |
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