MIDWEST WEALTH SOLUTIONS LLC

Overview

Midwest Wealth Solutions LLC is an independent, owner-operated registered investment adviser that serves individuals and families, with a particular focus on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees, and structures client relationships around discretionary portfolio management. Investment activity is weighted toward public equities—implemented primarily through exchange-traded instruments—while alternatives are accessed through third-party managers rather than built in-house. The firm is not an active ESG investor and does not position itself as a multi-state or institutional pension consultant. Investment preferences show a clear tilt toward liquid equity exposure for core portfolios, supplemented by mutual funds and selected real estate allocations to provide diversification and income or inflation protection depending on client objectives. Given its size and client base, portfolio construction appears centered on straightforward, client-specific equity allocations with outsourced alternative exposure where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices