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CPR INVESTMENTS INC

ROCHESTER, MI · CRD 139067 · IAPD ↗ · 800-213-1164

$238.8MRegulatory AUM
25Advisory reps
25Employees
0Clients
251-500Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2025 — CPR INVESTMENTS INC reported RAUM down 28% ($295.2M -> $213.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
November 2024 — CPR INVESTMENTS INC shrank from 35 to 29 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.