Mid-American Wealth Advisory Group Inc

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Mid-American Wealth Advisory Group Inc
CRD #301621
SEC #801-121111
CIK #0001911264
AUM $259.5 MM (2024-01-19)
Employees 15 (27% Investors, 0% Brokers)
Phone816-640-5888
Address7505 NW Tiffany Springs Parkway
Kansas City, MO 64153
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
3002401801206002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
VZ 211,914.0 4.3
CSCO 178,309.9 4.2
BMY 167,557.4 4.0
AAPL 2,382,844.0 2.9
KO 269,985.6 2.5
MO 78,198.0 2.4
IAU 0.4
 
 
 
 
Holdings by Sector ($MM)
16012896643202022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 879 195.4
(b) Individuals (high net worth individuals) 42 63.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.9
(n) Other 0 0.0
Total 1,972 259.5
By Discretionary
Discretionary 1,838 249.6
Non-Discretionary 134 9.9
Total 1,972 259.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 259.5
Total 1,972 259.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001911264]
Comparable Firms State AUM ($BB)
Elyxium Wealth LLC
CA 0.3
Carswell Investments LLC
NY 0.3
United Advisors America Corporation
TX 0.3
Blue Investment Partners LLC
CA 0.3
Scala Capital LLC
FL 0.3
The ETF Store Inc
KS 0.3
Madison Park Capital Advisors LLC
WA 0.3
Hunter Lewis LLC
VA 0.3
Resolute Wealth Strategies LLC
MS 0.3
MBA Advisors LLC
PA 0.3
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