$5.7K Total AUM
$5.7K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-25-2025
- Office Locations
- 1
Office Locations
-- Perrysburg OH
About Juarez, Andreas
Midwest Guidance is an Ohio-based advisory practice providing objective financial planning and investment guidance for retail clients. Portfolios are implemented primarily with ETFs, with some use of private funds, and the firm works with Altruist (and Truist Bank) for custody. The site also offers resources and occasional founder commentary on the economy.
Team overview
-- AVG AGE
$5.7K AVG AUM / ADVISOR
$2.9K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
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Available
Available
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Custodian
Available
Investment Vehicles
Available
Owner & Executives
A
Andreas Daniel Juarez
--
- CRD
- #8126240
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,700 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,700 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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