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MID-AMERICAN WEALTH ADVISORY GROUP
Legal name: MID-AMERICAN WEALTH ADVISORY GROUP INC.
CRD 301621File 801-121111
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$335.6M
Below cohort median (national)
Discretionary AUM
$335.6M
Clients
958
2,191 accounts
Employees
21
Below cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 30, 2021
- Principal office
- 7505 NW TIFFANY SPRINGS PARKWAY, 4TH FLOOR, KANSAS CITY, MO, 64153
- Phone
- 816-640-5888
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $335.6M
- Discretionary AUM
- $335.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,191
- Non-discretionary accounts
- 0
- Total accounts
- 2,191
- AUM per client
- $350K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.1M |
| High net worth individuals | 46 | $86.4M |
| Pension and profit sharing plans | 10 | $4.5M |
| Individuals (other than high net worth individuals) | 902 | $243.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.