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Mid-American Wealth Advisory Group Inc.

● SEC registered since 2021CRD 301621SEC# 801-121111Kansas City, MO
Export (members)
Reg. AUM
$335.6M
Employees
21
Accounts
2,191
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 $335.6 million in regulatory assets under management and employs 21 people.

Mid-American Wealth Advisory Group Inc. owners & executives

2 reported
NameTitleOwnershipSince
Amy Elizabeth Falter ControlOwner25-50%1999
Mark Stephen Falter ControlPresident, Cco50-75%1999

Frequently asked questions

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

Mid-American Wealth Advisory Group Inc. reports $335.6 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 21 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

Regulatory AUM

$335.6M▲ 18%
Jan '25 — $283.3MFeb '25 — $283.3MMar '25 — $283.3MApr '25 — $283.3MMay '25 — $283.3MJun '25 — $283.3MJul '25 — $283.3MAug '25 — $283.3MSep '25 — $283.3MOct '25 — $283.3MNov '25 — $283.3MDec '25 — $283.3MJan '26 — $335.6MFeb '26 — $335.6MMar '26 — $335.6MApr '26 — $335.6MMay '26 — $335.6MJun '26 — $335.6M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers

Assets under management

$335.6Mregulatory AUM
Discretionary $335.6M