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 funds

The 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 FLOOR
WHITE 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.