CRD: 315738
Midwest Financial Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-27-2021
- Office Locations
- 1
Office Locations
About Midwest Financial Management, LLC
Midwest Wealth Management (Midwest Financial Management, LLC) is an Oklahoma-based advisory firm offering wealth management plus financial, retirement, and estate planning guidance, along with insurance support. The firm focuses on personalized, tax-aware strategies to help individuals and families build, preserve, and transfer wealth, including charitable legacy goals. Public filings indicate an ETF-heavy mix and custody via Interactive Brokers.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Services
Technology
Owner & Executives
Robert Burel West II
Chief Compliance Officer, Chief Financial Officer, Managing Member
- CRD
- #6274861
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,680,530 | -- |
| Total | $2,680,530 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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