MIDWEST HERITAGE BANK, FSB
Legal name: MIDWEST HERITAGE FINANCIAL ADVISORS
CRD #306308 SEC #801-119038 WEST DES MOINES, IA 515-246-8378
SEC Registered
Total AUM
$398.7M
Discretionary
$398.7M
Employees
6
Clients
1
Accounts
647
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $398.7M | $398.7M | $0 | 6 | 0 |
| Jan 2025 | $314.2M | $314.2M | $0 | 4 | 0 |
| Dec 2024 | $314.2M | $314.2M | $0 | 4 | 0 |
| Nov 2024 | $314.2M | $314.2M | $0 | 4 | 0 |
| Mar 2024 | $223M | $223M | $0 | 2 | 0 |
| Dec 2023 | $223M | $223M | $0 | 2 | 0 |
| Oct 2023 | $223M | $223M | $0 | 2 | 0 |
| Oct 2023 | $176.8M | $176.8M | $0 | 2 | 0 |
| Sep 2023 | $176.8M | $176.8M | $0 | 2 | 0 |
| Aug 2023 | $176.8M | $176.8M | $0 | 2 | 0 |
| May 2023 | $176.8M | $176.8M | $0 | 2 | 0 |
| Jan 2023 | $176.8M | $176.8M | $0 | 2 | 0 |
| Nov 2022 | $176.8M | $176.8M | $0 | 2 | 0 |
| Oct 2022 | $176.8M | $176.8M | $0 | 2 | 0 |
| Jul 2022 | $183.2M | $183.2M | $0 | 3 | 0 |
| Jul 2022 | $183.2M | $183.2M | $0 | 3 | 0 |
| Jun 2022 | $183.2M | $183.2M | $0 | 3 | 0 |
| May 2022 | $183.2M | $183.2M | $0 | 3 | 0 |
| Jan 2022 | $183.2M | $183.2M | $0 | 3 | 0 |
| Nov 2021 | $183.2M | $183.2M | $0 | 3 | 0 |
| Nov 2021 | $112.2M | $112.2M | $0 | 2 | 0 |
| Jan 2021 | $112.2M | $112.2M | $0 | 2 | 0 |
| Dec 2020 | $112.2M | $112.2M | $0 | 2 | 0 |
| Nov 2020 | $112.2M | $112.2M | $0 | 2 | 0 |
| Jun 2020 | $100.2M | $100.2M | $0 | 2 | 0 |
DateOct 2025
Total AUM$398.7M
Discretionary$398.7M
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$314.2M
Discretionary$314.2M
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$314.2M
Discretionary$314.2M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$314.2M
Discretionary$314.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$223M
Discretionary$223M
Non-Disc.$0
Employees2
Clients0
DateDec 2023
Total AUM$223M
Discretionary$223M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$223M
Discretionary$223M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$176.8M
Discretionary$176.8M
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$176.8M
Discretionary$176.8M
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$176.8M
Discretionary$176.8M
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$176.8M
Discretionary$176.8M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$176.8M
Discretionary$176.8M
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$176.8M
Discretionary$176.8M
Non-Disc.$0
Employees2
Clients0
DateOct 2022
Total AUM$176.8M
Discretionary$176.8M
Non-Disc.$0
Employees2
Clients0
DateJul 2022
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$112.2M
Discretionary$112.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$112.2M
Discretionary$112.2M
Non-Disc.$0
Employees2
Clients0
DateDec 2020
Total AUM$112.2M
Discretionary$112.2M
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$112.2M
Discretionary$112.2M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees2
Clients0