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VALUE INVESTMENT PROFESSIONALS, LLC

NEW YORK, NY · CRD 164704 · IAPD ↗ · valueinvestmentprofessionals.com · 646-383-7757

$246.7MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — VALUE INVESTMENT PROFESSIONALS, LLC notice-filed in FL, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
April 2026 — VALUE INVESTMENT PROFESSIONALS, LLC reported RAUM up 74% ($141.9M -> $246.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
March 2025 — VALUE INVESTMENT PROFESSIONALS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2024 — VALUE INVESTMENT PROFESSIONALS, LLC reported RAUM up 179% ($45.0M -> $125.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
February 2024 — VALUE INVESTMENT PROFESSIONALS, LLC notice-filed in LA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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