Falists
← Back to search

MID-AMERICAN WEALTH ADVISORY GROUP

MID-AMERICAN WEALTH ADVISORY GROUP INC.

CRD 301621 · SEC 801-121111

Visit website

7505 NW TIFFANY SPRINGS PARKWAY, 4TH FLOOR, KANSAS CITY, MO, 64153, United States

Phone

816-640-5888

Fax

816-640-5888

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$335.6M

Discretionary AUM

$335.6M

Team

21 total employees; 6 advisory reps

Clients

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals902$243.6M
High net worth individuals46$86.4M
Pension/profit sharing plans10$4.5M

States served

AZ, KS, NE, MO, TX, FL

All web addresses on file

Official SEC filing: View on IAPD