RIA Intel›Advisers›South Dakota›MIDWEST FINANCIAL STRATEGIES LLC

MIDWEST FINANCIAL STRATEGIES LLC

Advisory

WATERTOWN, SD

Data as of Jan 23, 2026 · Source: SEC Form ADV

Average account

$151K

across 261 accounts

AUM per adviser

$39M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 23, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients102

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN, SD, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

102 clients

19 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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TREW ADVISORS, LLC

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ROCK CREEK ADVISORS LLC

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BIRCH INVESTMENT MANAGEMENT, L.L.C.

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