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| Happy Holidays!! thanks for using AUM13F!! |
| Midwestern Financial LLC
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|---|---|
| CRD # | 270022 |
| SEC # | 801-132625 |
| CIK # | 0002036488, 0001688117 |
| AUM | $139.3 M (2025-05-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 319-499-1620 |
| Address | 103 E College Street Iowa City, IA 52240 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 31.7 |
| (b) Individuals (high net worth individuals) | 36 | 104.3 |
| (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 | 1.6 |
| (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 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 483 | 139.3 |
| By Discretionary | ||
| Discretionary | 483 | 139.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 483 | 139.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 138.8 | |
| Total | 483 | 139.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001688117] | |
| D | [0002036488] |
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