Mid-american Wealth Advisory Group
Mid-american Wealth Advisory Group is an SEC-registered mass-market adviser in Kansas City, MO with $335.6M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Mid-american Wealth Advisory Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301621, SEC 801-121111, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $335.6M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Kansas City, MO
- Employees
- 21
- Clients
- 958
- CRD
- 301621
- Ownership
- FALTER, MARK, STEPHEN; Falter, Richard, Caleb; FALTER, AMY, ELIZABETH; MCCANN, KEVIN, MICHAEL; Frierdich, Joshua, Henry
How much AUM does Mid-american Wealth Advisory Group have?
Mid-american Wealth Advisory Group reported $335.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Mid-american Wealth Advisory Group?
Disclosed owners and executives of Mid-american Wealth Advisory Group include FALTER, MARK, STEPHEN, Falter, Richard, Caleb, FALTER, AMY, ELIZABETH, MCCANN, KEVIN, MICHAEL, Frierdich, Joshua, Henry. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.