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| Keyboard |
| Midland Wealth Advisors LLC
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|
|---|---|
| CRD # | 324997 |
| SEC # | 801-127578 |
| CIK # | 0001990058 |
| AUM | 3,160.0 M (2026-04-29) |
| Employees | 32 (59% 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) | |
|---|---|---|---|
| Nucor Corp | 17.9 | ||
| Apple Inc | 13.4 | ||
| Microsoft Corp | 8.9 | ||
| Sherwin Williams Co | 7.0 | ||
| J P Morgan Chase & Co | 5.7 | ||
| Woodward Governor Co | 5.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 0.0 |
| (b) Individuals (high net worth individuals) | 19 | 0.0 |
| (c) Banking or thrift institutions | 0 | 3.1 |
| (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 | 4,521 | 3.2 |
| By Discretionary | ||
| Discretionary | 4,508 | 3.2 |
| Non-Discretionary | 13 | 0.0 |
| Total | 4,521 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 4,521 | 3.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001990058] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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