CRD: 291528
Midwest Wealth Solutions LLC
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- Harbor focus
- Established Date
- 02-02-2018
- Office Locations
- 1
Office Locations
About Midwest Wealth Solutions LLC
Midwest Wealth Solutions is a fee-only, full-service financial planning and wealth management firm in Brookfield, WI. Led by Brian Leben (CFP, CPA/PFS), it provides comprehensive planning (cash flow, tax projections, retirement and estate) alongside ongoing portfolio management and investment planning using ETFs, fixed income, and risk-managed asset allocation. Integrated CPA services are available via sister firm Lulloff, Leben & Taylor; custody includes Schwab.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Brian Jay Leben
Chief Compliance Officer, Managing Member
- CRD
- #6776137
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,084,723 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,084,723 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,084,723
| Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | $239,310,539 | 11.1% |
| Equity - Exchange | $575,638,865 | 26.7% |
| Corporate - Investment Grade | $420,410,407 | 19.5% |
| Equity - OTC | $554,079,357 | 25.7% |
| Cash | $366,511,636 | 17.0% |
| Total | $2,155,950,804 | 100.0% |