|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Midland Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 324997 |
| SEC # | 801-127578 |
| CIK # | 0001990058 |
| AUM | $2.9 B (2025-07-11) |
| Employees | 28 (68% Investors, 0% Brokers) |
| Phone | 312-660-6516 |
| Address | 1201 Network Centre Drive Effingham, IL 62401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 14.0 | ||
| Apple Inc | 13.2 | ||
| Sherwin Williams Co | 8.1 | ||
| J P Morgan Chase & Co | 6.7 | ||
| Woodward Governor Co | 4.8 | ||
| Oracle Corp | 3.9 | ||
| Alphabet Inc | 3.4 | ||
| Wal Mart Stores Inc | 3.4 | ||
| Nvidia Corp | 3.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 0.0 |
| (b) Individuals (high net worth individuals) | 10 | 0.0 |
| (c) Banking or thrift institutions | 0 | 2.9 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,290 | 2.9 |
| By Discretionary | ||
| Discretionary | 4,278 | 2.9 |
| Non-Discretionary | 12 | 0.0 |
| Total | 4,290 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 4,290 | 2.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001990058] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sol Capital Management Co
✚
|
MD | 3.0 |
|
Capital Generation Partners LLP
✚
|
3.0 | |
|
Frost Investment Services LLC
✚
|
TX | 3.0 |
|
Marcum Wealth LLC
✚
|
OH | 3.0 |
|
Leavell Investment Management Inc
✚
|
AL | 3.0 |
|
SRH Advisors LLC
✚
|
KS | 3.0 |
|
Shapiro Capital Management LLC
✚
|
GA | 2.9 |
|
Guardian Partners Inc
✚
|
2.9 | |
|
Meyer Handelman Company LLC
✚
|
NY | 2.9 |
|
Schneider Downs Wealth Management Advisors LP
✚
|
PA | 2.9 |