$230.0K Total AUM
$230.0K Disc. AUM
-- 3Y CAGR
2 Employees
266 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-13-2020
- Office Locations
- 1
Office Locations
2909 SW Maupin Lane Topeka KS
About Midwest Wealth Management INC
Midwest Wealth Management Inc is a boutique Topeka, KS advisory firm serving retail investors with investment management and legacy planning, complemented by insurance planning. Portfolios are implemented primarily with publicly offered funds, and the firm custodians with Charles Schwab—useful context for distribution teams assessing platform fit.
Team overview
-- AVG AGE
$115.0K AVG AUM / ADVISOR
$865 AVG AUM / CLIENT
4.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
C
CHASE ADAM LEACH
Chief Compliance Officer, Financial Professional, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #5880479
- Ownership
- 75% or more
Available
Available
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C
COLBY NATHANIEL LEACH
Financial Advisor
- CRD
- #5503193
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $230,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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