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Midwest Heritage Bank, Fsb

● SEC registered since 2020CRD 306308SEC# 801-119038West des Moines, IA
Export (members)
Reg. AUM
$398.7M
Employees
6
Accounts
647
Location
West des Moines, IA

Midwest Heritage Bank, Fsb assets under management

Midwest Heritage Bank, Fsb is an SEC-registered investment adviser based in West des Moines, IA. The firm has been registered since 2020. It reports $398.7 million in regulatory assets under management and employs 6 people.

Midwest Heritage Bank, Fsb owners & executives

3 reported
NameTitleOwnershipSince
Matthew Graham Watters ControlPresident And Chief Compliance OfficerUnder 5%2019
Midwest Heritage Bank, Fsb ControlOwnerOver 75%2019
Hy-Vee Food Stores, Inc. ControlOwnerOver 75%2019

Frequently asked questions

How much does Midwest Heritage Bank, Fsb manage?

Midwest Heritage Bank, Fsb reports $398.7 million in regulatory assets under management on its Form ADV.

How many employees does Midwest Heritage Bank, Fsb have?

Midwest Heritage Bank, Fsb reports 6 employees.

Where is Midwest Heritage Bank, Fsb located?

Midwest Heritage Bank, Fsb is based in West des Moines, IA and has been SEC-registered since 2020.

Does Midwest Heritage Bank, Fsb disclose fund performance?

Midwest Heritage Bank, Fsb is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3580 Ep True Parkway, West des Moines, IA 50265
Phone515-246-8378
Office hours8-5
SEC regionChicago Regional Office (CHRO)
CIK1906805
Discloses disciplinary historyNo

Assets under management

Discretionary$398.7M
Non-discretionary$0
Total (RAUM)$398.7M