MID-AMERICAN WEALTH ADVISORY GROUP

7505 Nw Tiffany Springs Parkway
4th Floor
Kansas City, Missouri 64153
Tel: 816-640-5888

About MID-AMERICAN WEALTH ADVISORY GROUP

MID-AMERICAN WEALTH ADVISORY GROUP, formally registered with the SEC as MID-AMERICAN WEALTH ADVISORY GROUP. The firm was established in 04/30/2021. They have over 2 offices throughout the country.

MID-AMERICAN WEALTH ADVISORY GROUP is a Kansas City, Missouri based Financial Planning firm with nearly $283,258,030 assets under management, offering retirement planning & investment advisory services to 2079 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	301621
SEC#	801-121111
Assets Managed by Firm	$283,258,030
No. of Clients	2079
No. of Advisors	19

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2079	$283,258,030
Individuals (other than high net worth individuals)	884	$203,681,947
High net worth individuals	52	$78,300,472
Corporations or other businesses	Fewer than 5 clients	$1,275,611

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