Midwest Heritage Financial Advisors
Midwest Heritage Financial Advisors is an SEC-registered wealth manager in West Des Moines, IA with $398.7M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Midwest Heritage Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306308, SEC 801-119038, data through 2026-01-02.
- AUM (assets under management / regulatory AUM)
- $398.7M (2026-01-02)
- Firm type
- Wealth Manager
- Location
- West Des Moines, IA
- Employees
- 6
- Clients
- 334
- CRD
- 306308
- Ownership
- WATTERS, MATTHEW, GRAHAM; MIDWEST HERITAGE BANK, FSB; HY-VEE FOOD STORES, INC.; MALLOY, CASEY
How much AUM does Midwest Heritage Financial Advisors have?
Midwest Heritage Financial Advisors reported $398.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-02).
Who owns Midwest Heritage Financial Advisors?
Disclosed owners and executives of Midwest Heritage Financial Advisors include WATTERS, MATTHEW, GRAHAM, MIDWEST HERITAGE BANK, FSB, HY-VEE FOOD STORES, INC., MALLOY, CASEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.