RIA Intel›Advisers›Illinois›MIDWEST RETIREMENT PARTNERS, LLC

MIDWEST RETIREMENT PARTNERS, LLC

Advisory

IL

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in IL

#1,706

of 1,719 advisers by AUM

Average account

$32K

across 4 accounts

AUM per adviser

$130K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$130K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$130K

Discretionary AUM$130K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

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.

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Owners & Officers

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

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Client Demographics

25 clients

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

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

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