KANSAS CITY, MOCRD 301621Latest ADV March 27, 2026
Mid-American Wealth Advisory Group is an SEC registered investment adviser organized as a corporation with a primary office location in Kansas City, MO. Its latest Form ADV filing, dated March 27, 2026, reports $336M in regulatory assets under management, 21 employees, 2 offices, and 2,191 accounts.
Assets Under Management
$336M
Employees
21
Offices
2 offices
Total Clients
958
Primary office
KANSAS CITY, MO
7505 NW TIFFANY SPRINGS PARKWAY, 4TH FLOOR, KANSAS CITY, MO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.2% of total clients.
Top client categories% of clientsClients
1
Individuals
94.2%
902
2
HNWI
4.8%
46
3
Pension Plans
1.0%
10
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$336Mas of March 27, 2026
Discretionary100.0%
$336M
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$336M
Total Accounts2,191
10Y AUM Change+$336M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee46:1
10Y Employee Change+12 (+133.3%)
* 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.