Investment adviser · CRD 301621
MID-AMERICAN WEALTH ADVISORY GROUP
Investment adviser filing (IA)
MID-AMERICAN WEALTH ADVISORY GROUP INC.
KANSAS CITY, MO, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $336M Form ADV · Item 5.F
- Client accounts
- 2,191 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 902 | $243,644,350 | 72.6% |
| High-net-worth individuals | 46 | $86,400,024 | 25.7% |
| Retirement plans | 10 | $4,460,400 | 1.3% |
| Corporations & businesses | Fewer than 5 | $1,126,673 | 0.3% |
Filing source
Form ADV 2059532 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
7505 NW TIFFANY SPRINGS PARKWAY, 4TH FLOORKANSAS CITY, MO, 64153, United States
CRD 301621
Filing source
Form ADV 2059532 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.