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Mid-American Wealth Advisory Group Inc.

● SEC registered since 2021CRD 301621SEC# 801-121111Kansas City, MO
Export (members)
Reg. AUM
$283.3M
Employees
19
Accounts
2,079
Location
Kansas City, MO

Mid-American Wealth Advisory Group Inc. assets under management

Mid-American Wealth Advisory Group Inc. is an investment advisory firm registered with the SEC based in Kansas City, MO. The firm has been registered since 2021. It reports $283.3 million in regulatory assets under management and employs 19 people.
www.linkedin.com/company/midamericanwealthadvisory/mycompanyView on SEC.gov ↗

Mid-American Wealth Advisory Group Inc. owners & executives

2 reported
NameTitleOwnershipSince
Joshua Henry Frierdich ControlCcoUnder 5%2025
Mark Stephen Falter ControlPresidentOver 75%1999

Frequently asked questions

How much does Mid-American Wealth Advisory Group Inc. manage?

Mid-American Wealth Advisory Group Inc. reports $283.3 million in regulatory assets under management on its Form ADV.

How many employees does Mid-American Wealth Advisory Group Inc. have?

Mid-American Wealth Advisory Group Inc. reports 19 employees.

Where is Mid-American Wealth Advisory Group Inc. located?

Mid-American Wealth Advisory Group Inc. is based in Kansas City, MO and has been SEC-registered since 2021.

Does Mid-American Wealth Advisory Group Inc. disclose fund performance?

Mid-American Wealth Advisory Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7505 NW Tiffany Springs Parkway, 4th Floor, Kansas City, MO 64153
Phone816-640-5888
Fax816-640-5888
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1911264
Discloses disciplinary historyNo

Assets under management

Discretionary$277M
Non-discretionary$6.2M
Total (RAUM)$283.3M