CRD: 129945
Midwest Investment AND Retirement Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Legacy ridge
- Established Date
- 02-03-2004
- Office Locations
- 1
Office Locations
About Midwest Investment AND Retirement Management, Inc.
Midwest Wealth Builders is a fee-based RIA providing portfolio management and planning guidance for retirement-focused households seeking lower-risk, long-term investing. Portfolios allocate across equities, CDs, bonds, mutual funds, and ETFs. The firm generally targets clients with ~$100k+ in household investable assets (with some flexibility) and custodies assets with Charles Schwab.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GARY DWIGHT CRUM
Chairman Of The Board, President
- CRD
- #6170818
- Ownership
- 75% or more
Christian Reid Crum
Chief Compliance Officer
- CRD
- #6971379
- Ownership
- Less than 5%
Vector vital
Zenith delta
- CRD
- #87822
- Ownership
- 13.0%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,848,253 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,848,253 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,848,253
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $319,041,753 | 32.1% |
| Public Funds | $118,274,045 | 11.9% |
| Cash | $241,517,588 | 24.3% |
| Other | $315,066,155 | 31.7% |
| Total | $993,899,541 | 100.0% |