# 401K INVESTMENT PROFESSIONALS

401K INVESTMENT PROFESSIONALS is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://401kinvestmentprofessionals.com
- **LinkedIn:** https://www.linkedin.com/company/25000265

## Regulatory record

- **CRD number:** 282495
- **SEC file number:** 801-117105
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282495

## About

401K INVESTMENT PROFESSIONALS is an SEC-registered investment adviser in WAUNAKEE, WI, registered since 2019. The firm manages $311 million in assets, with $288 million on a discretionary basis. It has 4 employees and 4 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Energy Transition & Renewables
- Hedge Funds

## Questions

### Who runs investment decisions at 401K INVESTMENT PROFESSIONALS?

Leadership details are not publicly disclosed. The firm does not name a management team on its website or in public filings as of available records.

### Which sectors does 401K INVESTMENT PROFESSIONALS explicitly avoid?

No sector exclusions are publicly stated. The firm's disclosed asset classes suggest a broad alternative strategy.

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- [Capital Wealth Planning Services](https://altss.com/profile/capital-wealth-planning-services)
- [Glaucus Investments LLC](https://altss.com/profile/glaucus-investments-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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