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MIDLAND WEALTH MANAGEMENT

Legal name: MIDLAND WEALTH ADVISORS, LLC

CRD 324997File 801-127578
APPROVED
Retail clients
Custody
Filing as of Apr 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.16B
Top 25% of cohort (national)
Discretionary AUM
$3.16B
Non-discretionary $2.0M
Clients
138
4,521 accounts
Employees
32
Top 25% of cohort in IL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Aug 16, 2023
Principal office
1201 NETWORK CENTRE DRIVE, EFFINGHAM, IL, 62401
Phone
312-660-6516

Assets & accounts

ADV Item 5F
Total regulatory AUM
$3.16B
Discretionary AUM
$3.16B
Non-discretionary AUM
$2.0M
Discretionary accounts
4,508
Non-discretionary accounts
13
Total accounts
4,521
AUM per client
$22.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$536K
High net worth individuals19$29.9M
Banking or thrift institutionsFewer than 5$3.10B
Individuals (other than high net worth individuals)119$27.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
Yes
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.