Midwestern Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Iowa City, IA. Its latest Form ADV filing, dated March 27, 2026, reports $173M in regulatory assets under management, 3 employees, and 548 accounts.
Assets Under Management
$173M
Employees
3
Offices
--
Total Clients
135
Primary office
IOWA CITY, IA
103 E COLLEGE STREET, SUITE 210, IOWA CITY, IA, United States
Top client segmentIndividuals represent 69.6% of total clients.
Top client categories% of clientsClients
1
Individuals
69.6%
94
2
HNWI
30.4%
41
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$173Mas of March 27, 2026
Discretionary100.0%
$173M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$173M
Total Accounts548
10Y AUM Change+$34M (+24.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee45:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.