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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 19 | 21 | increased by2 |
| Feb 1, 2026 | Custody | No | Yes | |
| Feb 1, 2026 | Clients | 936 | 958 | increased by22 |
| Feb 1, 2026 | AUM | $283,258,030 | $335,631,447 | increased by$52,373,417 |
| Feb 1, 2026 | Accounts | 2,079 | 2,191 | increased by112 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 19 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,053 | 936 | decreased by117 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $236,860,203 | $283,258,030 | increased by$46,397,827 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,709 | 2,079 | increased by370 |
| Apr 1, 2022 | Employees | 11 | 10 | decreased by1 |
| Apr 1, 2022 | Clients | 862 | 1,053 | increased by191 |
| Apr 1, 2022 | AUM | $190,964,594 | $236,860,203 | increased by$45,895,609 |
| Apr 1, 2022 | Accounts | 1,446 | 1,709 | increased by263 |
| May 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MID-AMERICAN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MID-AMERICAN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.