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Midland Wealth Advisors LLC
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CRD # | 324997 |
SEC # | 801-127578 |
CIK # | 0001990058 |
AUM | $2.5 BB (2024-07-25) |
Employees | 18 (89% Investors, 17% Brokers) |
Phone | 312-660-6516 |
Address | 1201 Network Centre Drive Effingham, IL 62401 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($BB) |
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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 |
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13F-HR | [0001990058] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Dundas Partners LLP
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2.5 | |
Performance Wealth Partners LLC
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|
IL | 2.5 |
Valley Forge Investment Consultants Inc
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|
PA | 2.5 |
Asset Dedication LLC
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|
CA | 2.5 |
The Renaissance Group LLC
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|
KY | 2.5 |
SYON Capital LLC
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|
CA | 2.5 |
Redswan PC Inc
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|
TX | 2.5 |
Transform Wealth LLC
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|
CO | 2.5 |
Kellogg Asset Management LLC
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|
WI | 2.5 |
Montag A & Associates Inc
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|
GA | 2.5 |