WEST DES MOINES, IACRD 306308Latest ADV January 2, 2026
Midwest Heritage Financial Advisors is an SEC registered investment adviser with a primary office location in West Des Moines, IA. Its latest Form ADV filing, dated January 2, 2026, reports $399M in regulatory assets under management, 6 employees, 2 offices, and 647 accounts.
Assets Under Management
$399M
Employees
6
Offices
2 offices
Total Clients
334
Primary office
WEST DES MOINES, IA
3580 EP TRUE PARKWAY, WEST DES MOINES, IA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.6% of total clients.
Top client categories% of clientsClients
1
Individuals
65.6%
219
2
HNWI
34.4%
115
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$399Mas of January 2, 2026
Discretionary100.0%
$399M
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$399M
Total Accounts647
10Y AUM Change+$298M (+297.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee56:1
10Y Employee Change+4 (+200.0%)
* 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.