MIDWEST WEALTH SOLUTIONS LLC

MIDWEST WEALTH SOLUTIONS LLC of BROOKFIELD, WI is an SEC-registered investment adviser (CRD 291528). Regulatory assets under management: $29.1M.

Registration

• CRD: 291528
• Type: Registered investment adviser
• Location: 19575 JANACEK CT 104, BROOKFIELD, WI, 53045
• Phone: 414-777-0700
• Latest filing: 2026-01-16
• Regulatory AUM: $29.1M
• Discretionary AUM: $29.1M
• Clients: 1
• Accounts: 137

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291528 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search