DBA: MID-AMERICAN WEALTH ADVISORY GROUP
| Total AUM | $335.6M |
| Discretionary | $335.6M100% of AUM |
| Client Accounts | 2,191 |
| Avg Account Size | $153K |
| Employees | 21 |
| Peak AUM | $335.6MJan 2026 |
Total AUM
$336M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $336M | +18.5% | +11.8% | +12.2% | |
| Discretionary AUM | |||||
| Total AUM | $335.6M |
| Discretionary | $335.6M |
| Employees | 21 |
| Client Accounts | 2191 |
Address
7505 NW TIFFANY SPRINGS PARKWAY
KANSAS CITY MO 64153
Phone
816-640-5888
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$336M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 2.2pp vs 1 year ago
Custody
| $336M |
| +21.1% |
| +26.4% |
| +13.3% |
| Total Accounts | 2k | +5.4% | +4.9% | +8.8% |
| Avg Account Size | $153,186.42 | +12.4% | +6.6% | +3.1% |
| Employees | 21 | +10.5% | +27.2% | +14.1% |
| AUM / Employee | $16M | +7.2% | 12.1% | 1.7% |
Client AUM Segments | |||||
| Wealth AUM | $330M | +17.0% | +11.4% | +11.9% | |
| Institutional AUM | $6M | +338.0% | +57.6% | +37.4% | |
Client Count Segments | |||||
| HNW Clients | 902 | +2.0% | +1.4% | +3.2% | |
| Institutional | 10 | — | — | +59.7% | |
| Individuals | 46 | 11.5% | +14.9% | 12.2% | |