RIA Intel›Advisers›Wisconsin›FAMILY INVESTMENT PLANNING, LLC

FAMILY INVESTMENT PLANNING, LLC

Advisory

ELM GROVE, WI

Data as of Jun 3, 2025 · Source: SEC Form ADV

Average account

$833K

across 12 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 3, 2025.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$0

Non-Discretionary AUM$10M

Discretionary %0%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

15 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in WI

Closest by assets under management. All figures from Form ADV.

IDC PORTFOLIO MANAGEMENT INC

HARTLAND, WI

$10M

-73.2% 1Y

KOLASH WEALTH STRATEGIES, LLC

APPLETON, WI

$11M

DISCIPLINED FINANCIAL SERVICES, INC.

$11M

DENNY, BARRY T.

$11M

KARDINAL FINANCIAL LLC

$9M

PREPARED FINANCIAL PLANNING LLC

$11M

Get the full picture on FAMILY INVESTMENT PLANNING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FAMILY INVESTMENT PLANNING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans