MIDWEST WEALTH MANAGEMENT INC.
MIDWEST WEALTH MANAGEMENT INC. of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 298787). Regulatory assets under management: $191.5M.
Registration
- CRD: 298787
- SEC file number: 801-119267
- Type: Registered investment adviser
- Location: 10475 CROSSPOINT BOULEVARD, SUITE 115, INDIANAPOLIS, IN, 46256
- Phone: 317-288-4989
- Latest filing: 2022-02-17
- Regulatory AUM: $191.5M
- Discretionary AUM: $191.5M
- Clients: 6
- Accounts: 407
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| DAVIS MICHAEL JAMES | DIRECTOR OF INVESTMENT OPERATIONS | — |
| SHIELDS GREGORY TAYLOR | PRESIDENT, CCO, MANAGING MEMBER; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
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