Investment adviser · CRD 343256
MIDFIELD PRIVATE WEALTH, LLC
Investment adviser filing (IA)
WHITE PLAINS, NY, United States · Form ADV filed Jul 24, 2026
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
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: Jul 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1 NORTH BROADWAY, 7TH FLOORWHITE PLAINS, NY, 10601, United States
CRD 343256
Filing source
Form ADV 2121973 · Jul 24, 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.