MIDWEST WEALTH MANAGEMENT INC.
CRD #298787 SEC #801-119267 INDIANAPOLIS, IN 317-288-4989
SEC Registered
Total AUM
$191.5M
Discretionary
$191.5M
Employees
6
Clients
1
Accounts
407
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2022 | $191.5M | $191.5M | $0 | 6 | 0 |
| Feb 2021 | $129.9M | $129.9M | $0 | 6 | 0 |
| Sep 2020 | $104M | $104M | $0 | 5 | 0 |
| Jul 2020 | $104M | $104M | $0 | 5 | 0 |
| Jan 2019 | $76.3M | $76.3M | $0 | 4 | 115 |
| Jan 2019 | $0 | $0 | $0 | 4 | 0 |
| Oct 2018 | $0 | $0 | $0 | 4 | 0 |
| Sep 2018 | $0 | $0 | $0 | 4 | 0 |
DateFeb 2022
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$129.9M
Discretionary$129.9M
Non-Disc.$0
Employees6
Clients0
DateSep 2020
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$76.3M
Discretionary$76.3M
Non-Disc.$0
Employees4
Clients115
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0