Midwest Heritage Bank, Fsb
● SEC registered since 2020CRD 306308SEC# 801-119038West des Moines, IA
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
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Casey Malloy Control | Vice President And Chief Compliance Officer | Under 5% | 2026 |
| Matthew Graham Watters Control | President | Under 5% | 2019 |
| Midwest Heritage Bank, Fsb Control | Owner | Over 75% | 2019 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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
| Address | 3580 Ep True Parkway, West des Moines, IA 50265 |
| Phone | 515-246-8378 |
| Office hours | 8-5 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1906805 |
| Discloses disciplinary history | No |
Regulatory AUM
$398.7M▲ 27%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$398.7Mregulatory AUM
Discretionary $398.7M