Midwest Wealth Management Inc

Overview

Midwest Wealth Management Inc. is an independent, individually owned advisory corporation that serves primarily individual and family clients. The firm is state-registered in Kansas, Missouri and Texas and operates as a fee-based adviser, charging a percentage of assets under management alongside other fee arrangements. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of outside managers, and it maintains an insurance-company industry affiliation. The firm identifies as a capital allocator and appears to rely on third-party managers for some exposures rather than building all strategies in-house. It does not position itself as an ESG-focused investor and does not list pension consulting or multi-state adviser status beyond its state registrations.

Assets & Accounts

Investments & Alternatives