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| Keyboard |
| Midwest Financial Associates Inc
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|---|---|
| CRD # | 158573 |
| SEC # | 801-135945 |
| CIK # | |
| AUM | 123.9 M (2026-03-24) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 779-210-2930 |
| Address | 4615 E State Street Rockford, IL 61108 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 260 | 51.1 |
| (b) Individuals (high net worth individuals) | 26 | 63.1 |
| (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 | 13 | 8.5 |
| (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 | 2 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 632 | 123.9 |
| By Discretionary | ||
| Discretionary | 632 | 123.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 632 | 123.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.9 | |
| Total | 632 | 123.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
JMH Wealth Management LLC
✚
|
NH | 124.1 M |
|
Brooklawn Capital Advisors LLC
✚
|
NY | 124.0 M |
|
Surience Private Wealth LLC
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|
WA | 124.0 M |
|
Abridge Partners LLC
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|
124.0 M | |
|
Meridian Asset Management LLC
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|
124.0 M | |
|
Infinity 8 Investments LLC
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|
CA | 123.9 M |
|
Titan Investment Management LLC
✚
|
IN | 123.9 M |
|
Agilis Investment Management LLC
✚
|
CT | 123.8 M |
|
TQM Wealth Partners LLC
✚
|
MA | 123.7 M |
|
Greenleaf Financial Network LLC
✚
|
123.7 M |