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MIDWEST WEALTH SOLUTIONS LLC
CRD 291528
19575 JANACEK CT 104, BROOKFIELD, WI, 53045, United States
Phone
414-777-0700
Fax
414-777-0701
Registration
— (—)
Source
State registered
Total AUM
$29.1M
Discretionary AUM
$29.1M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $11.2M |
| High net worth individuals | 4 | $17.9M |
All web addresses on file
Official SEC filing: View on IAPD