# MIDWEST HERITAGE BANK, FSB

MIDWEST HERITAGE BANK, FSB of WEST DES MOINES, IA is an SEC-registered investment adviser.

## Registration

- CRD: 306308
- Type: SEC-registered investment adviser
- SEC file number: 801-119038
- Location: 3580 EP TRUE PARKWAY, WEST DES MOINES, IA, 50265
- Phone: 515-246-8378
- Latest filing: 2026-01-02
- Regulatory AUM: $398.7M
- Discretionary AUM: $398.7M
- Clients: 6
- Accounts: 647

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Graham Watters | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Casey Malloy | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| WATTERS MATTHEW GRAHAM | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306308/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306308/similar
- Related entities: https://search.stillhousedata.com/firm/306308/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306308

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.