MIDWEST FINANCIAL MANAGEMENT, LLC

MIDWEST FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 315738). Regulatory assets under management: $2.7M.

Registration

• CRD: 315738
• Type: Registered investment adviser
• Phone: 918-284-5793
• Latest filing: 2026-07-23
• Regulatory AUM: $2.7M
• Non-discretionary AUM: $2.7M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM.

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 315738 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search