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MID-AMERICAN WEALTH ADVISORY GROUP
MID-AMERICAN WEALTH ADVISORY GROUP INC.
CRD 301621 · SEC 801-121111
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 902 | $243.6M |
| High net worth individuals | 46 | $86.4M |
| Pension/profit sharing plans | 10 | $4.5M |
States served
AZ, KS, NE, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD