Mid-American Wealth Advisory Group
Firm details
- Headquarters
- Kansas City, Missouri
- CRD number
- 301621
- Registered since
- April 30, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals72.59%
- HNWI25.74%
- Pension & Profit Sharing Plans1.33%
- Corporations / Businesses0.34%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Mid-American Wealth Advisory Group is an independent, individually owned registered investment adviser that began SEC registration in 2021. The firm provides fee-based portfolio management for individuals, small businesses and institutions, and also offers selection-of-other-advisers services. It operates an insurance brokerage alongside its advisory practice and charges clients a percentage-of-AUM fee. The client base spans individual and family investors as well as institutional relationships. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities16%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$267M in ETFs
31%
$82.1M
41%
$185M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| TRUESHARES S&P AUTOCALLABLE DEFENSIVE INCOME ETF (PAYM) | $48.6M | 1,913,849 | 18.22% |
Location
Kansas City, MO
Platte
Location
Kansas City, MO
Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Platte
- Address
- 7505 Nw Tiffany Springs Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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