Midwest Professional Planners, Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Wausau, WI. Its latest Form ADV filing, dated April 17, 2026, reports $649M in regulatory assets under management, 29 employees, 3 offices, and 2,726 accounts.
Assets Under Management
$649M
Employees
29
Offices
3 offices
Total Clients
837
Primary office
WAUSAU, WI
2610 STEWART AVENUE, SUITE 100, WAUSAU, WI, United States
Top client segmentIndividuals represent 53.3% of total clients.
Top client categories% of clientsClients
1
Individuals
53.3%
446
2
HNWI
31.5%
264
3
Other Advisers
14.0%
117
4
Pension Plans
1.2%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$649Mas of April 17, 2026
Discretionary100.0%
$649M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$649M
Total Accounts2,726
10Y AUM Change+$450M (+225.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee29:1
10Y Employee Change+17 (+141.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.