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Midwest Investment Advisors, LLC

Midwest Investment Advisors, LLC. CRD 154408

M

CRD: 154408

Midwest Investment Advisors, LLC

(636) 343-2024
$78.4M Total AUM
$55.9M Disc. AUM
-- 3Y CAGR
1 Employees
285 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
08-25-2010
Office Locations
1

Office Locations

310 Water Street Fenton MO

About Midwest Investment Advisors, LLC

Midwest Investment Advisors, LLC is a Fenton-based RIA. The firm has been operating for 15 years. Managing $78.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.

Reported data analysis

What the numbers show

Of the latest reported AUM, 71.4% is discretionary and 28.6% is non-discretionary.

The firm reports 1 advisory representatives and 285 clients, or 285 clients per representative. That equates to $275.1K in reported AUM per client.

The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$78.4M AVG AUM / ADVISOR
$275.1K AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Investment Themes
  • Investment Vehicles
  • Services

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Owner & Executives

B

BRUCE ROBERT KRIEG

Chief Compliance Officer, CPA, Investment Advisor, Managing Member

CRD
#5818572
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $55,945,130 --
Non-Discretionary $22,453,382 --
Total $78,398,512 --

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Separately Managed Accounts

SMA allocation detail is available

Midwest Investment Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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