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MIDWAY WEALTH PARTNERS, LLC

ARLINGTON HEIGHTS, IL · CRD 323770 · IAPD ↗ · midwaywp.com · (847) 787-1144

$165.9MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
14States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
January 2026 — MIDWAY WEALTH PARTNERS, LLC (ARLINGTON HEIGHTS, IL) left the SEC roster (was $165.9M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
April 2025 — MIDWAY WEALTH PARTNERS, LLC reported RAUM down 33% ($249.0M -> $165.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2025 — MIDWAY WEALTH PARTNERS, LLC now reports custody of client assets ($165.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2025 — MIDWAY WEALTH PARTNERS, LLC now reports 1 private fund(s) ($165.9M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
46
February 2024 — MIDWAY WEALTH PARTNERS, LLC notice-filed in KY, NE, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2024 — MIDWAY WEALTH PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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