MIDWAY WEALTH PARTNERS, LLC

1650 N. Arlington Heights Rd.
Suite 204
Arlington Heights, Illinois 60004
Tel: (847) 787-1144

About MIDWAY WEALTH PARTNERS, LLC

MIDWAY WEALTH PARTNERS, LLC, formally registered with the SEC as MIDWAY WEALTH PARTNERS, LLC. The firm was established in 12/12/2022. They have over 2 offices throughout the country.

MIDWAY WEALTH PARTNERS, LLC is a Arlington Heights, Illinois based Financial Planning firm with nearly $249,000,000 assets under management, offering retirement planning & investment advisory services to 1069 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323770
SEC#	801-127027
Assets Managed by Firm	$249,000,000
No. of Clients	1069
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1069	$249,000,000
Individuals (other than high net worth individuals)	419	$118,039,844
High net worth individuals	108	$130,960,156

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