# Midwest Heritage Financial Advisors

Midwest Heritage Financial Advisors is a Bank / Wealth / Trust based in West Des Moines, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** West Des Moines, United States
- **Region:** North America
- **Address:** West Des Moines, IA, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** midwestheritage.com
- **LinkedIn:** https://www.linkedin.com/company/midwest-heritage-bank

## Regulatory record

- **CRD number:** 306308
- **SEC file number:** 801-119038
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306308

## About

Midwest Heritage Financial Advisors is an SEC-registered investment adviser in West Des Moines, IA, registered since 2020. The firm manages approximately $399 million in regulatory assets. It has 6 employees and 4 investment advisers.

## Questions

### Does Midwest Heritage Financial Advisors manage institutional capital or only retail accounts?

The firm's public-facing services are aimed at individual wealth management clients, including financial planning, investment advisory, and trust services. It does not appear to operate a discrete institutional asset management or alternatives platform; its deployment structure remains within retail managed accounts and trust-administration mandates.

### How does the trust business interact with the investment advisory side?

Midwest Heritage combines trust administration — serving as corporate trustee or executor for estates — with its registered investment advisory function. This permits a bundled-service model where trust clients often receive asset management through the advisory unit, per standard bank trust-department architecture.

### Is Midwest Heritage Financial Advisors an independent RIA or part of a bank?

It is not an independent RIA. It operates as the advisory division of Midwest Heritage Bank, a federally chartered savings bank. Client assets are custodied and managed within the bank's regulated entity structure, subject to OCC oversight and FDIC insurance where applicable.

## Related profiles

- [Midland Wealth Management](https://altss.com/profile/midland-wealth-management)
- [Midwestern Teamsters Pension Trust Fund](https://altss.com/profile/midwestern-teamsters-pension-trust-fund)

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Last updated: 2026-06-03T20:00:00.000Z

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