RIA Intel›Advisers›Wisconsin›INVESTMENT PROFESSIONALS, LLC

INVESTMENT PROFESSIONALS, LLC

Advisory

N·WAUNAKEE, WI

Data as of Mar 10, 2026 · Source: SEC Form ADV

Total AUM
$311M
1-Year AUM Growth
0.0%
3-Year CAGR
-1.9%
Employees
4
Assets Under Management
Total AUM$311M
Discretionary AUM$288M
Non-Discretionary AUM$23M
Discretionary %92.6%
Total Clients137
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record11
First FilingJul 1, 2019
Latest FilingMar 10, 2026
🔒 Full AUM trend chart and 11 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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