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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 $237,711,152 assets under management, offering retirement planning & investment advisory services to 1888 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 301621 |
| SEC# | 801-121111 |
| Assets Managed by Firm | $237,711,152 |
| No. of Clients | 1888 |
| No. of Advisors | 10 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1888 | $237,711,152 |
| Individuals (other than high net worth individuals) | 865 | $187,895,206 |
| High net worth individuals | 30 | $48,442,751 |
| Corporations or other businesses | Fewer than 5 clients | $1,373,195 |
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