Midwestern Financial Group
Midwestern Financial Group is an SEC-registered wealth manager in Iowa City, IA with $172.8M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Midwestern Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 270022, SEC 801-132625, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $172.8M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Iowa City, IA
- Employees
- 3
- Clients
- 135
- CRD
- 270022
- Ownership
- CAMPBELL, PATRICK, SHIHADY; JAY, JOSEPH, DELBERT
How much AUM does Midwestern Financial Group have?
Midwestern Financial Group reported $172.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Midwestern Financial Group?
Disclosed owners and executives of Midwestern Financial Group include CAMPBELL, PATRICK, SHIHADY, JAY, JOSEPH, DELBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.