DBA: MIDLAND WEALTH MANAGEMENT
| Total AUM | $3.16B |
| Discretionary | $3.16B100% of AUM |
| Non-Discretionary | $2.0M |
| Client Accounts | 4,521 |
| Avg Account Size | $699K |
| Employees | 32 |
| Peak AUM | $3.16BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.2B | +7.8% | — | — | |
| Discretionary AUM | $3.2B | ||||
| Total AUM | $3.16B |
| Discretionary | $3.16B |
| Employees | 32 |
| Client Accounts | 4521 |
| Client Range | 101-250 |
Address
1201 NETWORK CENTRE DRIVE
EFFINGHAM IL 62401
Phone
312-660-6516
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.2B
99.9% of AUM
Non-Discretionary
$2M
0.1% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$3.2B
| — |
| — |
| Non-Disc. AUM | $2M | +75.8% | — | — |
| Total Accounts | 5k | +5.4% | — | — |
| Avg Account Size | $698,962.09 | +2.3% | — | — |
| Employees | 32 | +14.3% | +111.1% | — |
| AUM / Employee | $99M | 5.7% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $58M | +85.2% | — | — | |
| Institutional AUM | $536,373 | +952.5% | — | — | |
Client Count Segments | |||||
| HNW Clients | 119 | 7.0% | — | — | |
| Individuals | 19 | +90.0% | — | — | |