Midland Wealth Advisors LLC

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Assets, Funds, Holdings

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Midland Wealth Advisors LLC
CRD #324997
SEC #801-127578
CIK #0001990058
AUM $2.5 BB (2024-07-25)
Employees 18 (89% Investors, 17% Brokers)
Phone312-660-6516
Address1201 Network Centre Drive
Effingham, IL 62401
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
3.02.41.81.20.60.02009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MCD 179,584.2 31.8
MSFT 1,918,222.4 16.1
MSBI 538.6 13.8
AAPL 2,382,844.0 13.2
WWD 5,610.9 8.6
JPM 340,169.2 6.0
PG 338,108.9 6.0
HD 277,648.0 5.3
PEP 226,773.9 4.7
NVDA 399,550.0 4.5
View All
Holdings by Sector ($MM)
17001360102068034002023202320242025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 16 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 2.5
(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 0.0
(n) Other 0 0.0
Total 3,997 2.5
By Discretionary
Discretionary 3,993 2.5
Non-Discretionary 4 0.0
Total 3,997 2.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.5
Total 3,997 2.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001990058]
Comparable Firms State AUM ($BB)
Dundas Partners LLP
2.5
Performance Wealth Partners LLC
IL 2.5
Valley Forge Investment Consultants Inc
PA 2.5
Asset Dedication LLC
CA 2.5
The Renaissance Group LLC
KY 2.5
SYON Capital LLC
CA 2.5
Redswan PC Inc
TX 2.5
Transform Wealth LLC
CO 2.5
Kellogg Asset Management LLC
WI 2.5
Montag A & Associates Inc
GA 2.5
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