RIA Intel›Advisers›Wisconsin›MIDWEST WEALTH SOLUTIONS LLC

MIDWEST WEALTH SOLUTIONS LLC

Advisory

BROOKFIELD, WI

Data as of Jan 16, 2026 · Source: SEC Form ADV

Average account

$212K

across 137 accounts

AUM per adviser

$29M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM

$29M

Discretionary %

100%

Clients

45

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients45

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWI

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

45 clients

4 high-net-worth

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

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Advisers of similar size in WI

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

LOTZER & CO.,INC.

$28M

A. GILE & CO. LLC

COLUMBUS, WI

$28M

MIDWEST FINANCIAL PLANNERS INC

GREENFIELD, WI

$28M

+12.4% 1Y

BRIDGEPORT ASSET MANAGEMENT, LLC.

MADISON, WI

$30M

AEGIS WEALTH ADVISORS, LLC

HARTLAND, WI

$28M

CARL M. HENNIG, INC.

OSHKOSH, WI

$28M

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