Midland Wealth Management

RIASEC Registered

Total AUM

$3.2B

Discretionary

$3.2B

100% of AUM

Avg account

$699K

Accounts

4,521

Employees

Advisory reps

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

FINTRX

Overview

Midland Wealth Management is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2023) and positions itself as a capital allocator for individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers — indicating use of sub‑advisors and third‑party managers alongside in‑house advice. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. Midland does not identify as an active ESG investor.