Overview
Assets Under Management: $336 million
Headquarters: KANSAS CITY, MO
High-Net-Worth Clients: 46
Average Client Assets: $1.9 million
Frequently Asked Questions
MID-AMERICAN WEALTH ADVISORY GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #301621), MID-AMERICAN WEALTH ADVISORY GROUP is subject to fiduciary duty under federal law.
MID-AMERICAN WEALTH ADVISORY GROUP is headquartered in KANSAS CITY, MO.
MID-AMERICAN WEALTH ADVISORY GROUP serves 46 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, MID-AMERICAN WEALTH ADVISORY GROUP offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MID-AMERICAN WEALTH ADVISORY GROUP manages $336 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, MID-AMERICAN WEALTH ADVISORY GROUP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.74%
Average Client Assets: $1.9 million
Total Client Accounts: 2,191
Discretionary Accounts: 2,191
Regulatory Filings
CRD Number: 301621
Filing ID: 2059532
Last Filing Date: 2026-03-27 09:58:33