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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Midwest Heritage Bank FSB
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|---|---|
| CRD # | 306308 |
| SEC # | 801-119038 |
| CIK # | 0001906805 |
| AUM | $314.2 M (2025-01-02) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 515-246-8378 |
| Address | 3580 Ep True Parkway West Des Moines, IA 50265 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 66.4 |
| (b) Individuals (high net worth individuals) | 94 | 247.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 571 | 314.2 |
| By Discretionary | ||
| Discretionary | 571 | 314.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 571 | 314.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 314.2 | |
| Total | 571 | 314.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001906805] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alcyon Wealth Advisors LLC
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OH | 0.3 |
|
Slagle Financial LLC
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IL | 0.3 |
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Weybosset Research & Management LLC
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RI | 0.3 |
|
JBR Co Financial Management Inc
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OK | 0.3 |
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Dean Roland Russell LLC
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CA | 0.3 |
|
Bouvel Investment Partners LLC
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|
PA | 0.3 |
|
Merit Financial Partners LLC
✚
|
NY | 0.3 |
|
Pillar Financial Advisors LLC
✚
|
KY | 0.3 |
|
Scholtz & Company LLC
✚
|
CT | 0.3 |
|
Philip Vongontard CFA LLC
✚
|
MO | 0.3 |