MIDLAND WEALTH MANAGEMENT

1201 Network Centre Drive
Effingham, Illinois 62401
Tel: 312-660-6516

About MIDLAND WEALTH MANAGEMENT

MIDLAND WEALTH MANAGEMENT, formally registered with the SEC as MIDLAND WEALTH MANAGEMENT. The firm was established in 08/16/2023. They have over 8 offices throughout the country.

MIDLAND WEALTH MANAGEMENT is a Effingham, Illinois based Financial Planning firm with nearly $2,534,150,689 assets under management, offering retirement planning & investment advisory services to 3997 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324997
SEC#	801-127578
Assets Managed by Firm	$2,534,150,689
No. of Clients	3997
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	3997	$2,534,150,689
Individuals (other than high net worth individuals)	16	$2,985,563
High net worth individuals	Fewer than 5 clients	$579,126

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