MIDWEST WEALTH MANAGEMENT INC

Overview

Midwest Wealth Management Inc. is a small, independent registered investment adviser that serves individual and family clients. The firm emphasizes fee-based portfolio management and financial planning and lists the selection of other advisers as a core advisory activity, which suggests a willingness to use third‑party managers or subadvisors to build client portfolios. Midwest Wealth Management is a capital allocator in the sense that it directs client assets into pooled public funds and external managers rather than relying on a large proprietary platform of individual securities. The firm does not identify as an active ESG investor and does not operate as a multi‑state adviser. Its business mix includes fee‑based AUM work alongside other fee arrangements and it has an insurance company affiliation, which typically indicates access to insurance products or referral relationships that can be blended into client planning.

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Public Holdings

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Location & Offices