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MID-AMERICAN WEALTH ADVISORY GROUP

KANSAS CITY, MO · CRD 301621 · IAPD ↗ · 816-640-5888

$335.6MRegulatory AUM
6Advisory reps
21Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
February 2026 — MID-AMERICAN WEALTH ADVISORY GROUP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
February 2026 — MID-AMERICAN WEALTH ADVISORY GROUP now reports custody of client assets ($83.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
February 2025 — MID-AMERICAN WEALTH ADVISORY GROUP grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
December 2024 — MID-AMERICAN WEALTH ADVISORY GROUP notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.