Midland Wealth Management
Firm details
- Headquarters
- Effingham, Illinois
- CRD number
- 324997
- Registered since
- August 16, 2023
- Website
- www.midlandsb.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Banking / Thrift Institutions98.16%
- HNWI0.95%
- Individuals0.87%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Midland Wealth Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves individual and family clients and describes itself as a capital allocator that selects third‑party managers as part of its offering. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Compensation comes through a mix of percentage of assets under management, hourly fees, and fixed fees. Midland notes an affiliation with banking or trust institutions and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds64%
- Exchange Traded Equities28%
- Cash & Cash Equivalents5%
- Private Funds3%
Owners & executives
1 of 1
Ryan Lange
Chief Investment OfficerCRD 7778331
Contacts
3 of 23
Peter Riskind
Senior Wealth AdvisorCRD 4023699
Kaleb Gottfred
Assistant Portfolio ManagerCRD 7832173
Rachel Brimm
Sales AssistantCRD 7833612
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$2.2B in ETFs
83%
$1.8B
13%
$379M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $416M | 554,879 | 18.87% |
Location
Effingham, IL
Effingham
Location
Effingham, IL
Headquartered in Effingham, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- Effingham
- Address
- 1201 Network Centre Dr
- Time zone
- CT (UTC-6)
- Office locations
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