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Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group is a registered investment advisor with minimal public disclosure on principals, AUM, or investment strategy — Altss...
Mid-American Wealth Advisory Group
At Mid-American Wealth Advisory Group, our financial planning philosophy is built around a simple yet powerful idea: your investments should work for you, generating income without eating into the core of what you’ve worked so hard to build. Your investment is not just a pile of money; it’s a living, breathing ecosystem that, if nurtured correctly, can help sustain you 𝗶𝗻𝗱𝗲𝗳𝗶𝗻𝗶𝘁𝗲𝗹𝘆. We work with a team of full-time Chartered Financial Analysts (CFAs), and we do the heavy lifting so you don’t have to. We analyze individual bonds, specialty ETFs, and other income-generating investments to help keep your portfolio optimized to your unique needs. Our personalized and comprehensive approach to financial planning includes: ✔️ RETIREMENT INCOME STRATEGIES ✔️ INVESTMENT MANAGEMENT ✔️ TAX PLANNING ✔️ RISK MANAGEMENT ✔️ LIFE, LONG-TERM CARE, & MEDICARE SUPPLEMENTAL INSURANCE ✔️ LEGACY & ESTATE PLANNING Our commitment means you can enjoy the confidence that comes from knowing your investment isn’t just build for growth – 𝙞𝙩'𝙨 𝙗𝙪𝙞𝙡𝙩 𝙩𝙤 𝙡𝙖𝙨𝙩! DISCLOSURE Mark Falter is a registered investment adviser representative with Mid-American Wealth Advisory Group. Mid-American Wealth Advisory Group is an SEC registered investment adviser. Information presented is for educational purposes only and does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Individuals are encouraged to seek advice from a qualified tax, legal, or investment adviser.
General information
Firm type
RIA
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who are the key investment decision-makers at Mid-American Wealth Advisory Group?
No named principals, CEO, CIO, or managing directors for Mid-American Wealth Advisory Group appear in public sources, including SEC filings, firm websites, or news archives. The firm's leadership structure is not transparent.
What investment strategies does Mid-American Wealth Advisory Group employ?
The firm does not publicly disclose its investment strategy, asset-class mix, or typical deal types. No sector preferences, stage targets, or geographic focus areas have been documented. The firm's strategy cannot be inferred from available public records.
Is Mid-American Wealth Advisory Group a single-family office or a multi-client RIA?
The firm is registered as a registered investment advisor (RIA), which suggests it serves multiple clients, but no official statement confirms whether it operates as a single-family office, multi-family office, or broader wealth management firm. The firm's classification remains unclassified in public sources.
Does Mid-American Wealth Advisory Group invest directly in companies or via external fund managers?
No information is publicly available on whether Mid-American Wealth Advisory Group makes direct investments, fund commitments, or co-investments. The firm's investment vehicle structure is not disclosed.
What is the known AUM or assets under advisement for Mid-American Wealth Advisory Group?
Mid-American Wealth Advisory Group does not publicly disclose its assets under management or assets under advisement. No estimate from credible third-party sources is available.
Where is Mid-American Wealth Advisory Group headquartered?
The firm's headquarters city, state, and country are not publicly listed. Its name implies a Midwestern US presence, but no confirmed office address has been found in public records.
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