Midwest Wealth Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Midwest Wealth Solutions provides portfolio management and financial planning to individuals (including high‑net‑worth clients) and business entities. The firm develops individualized investment policy statements that account for clients’ income, tax considerations, time horizon and risk tolerance and implements portfolios using mutual funds, ETFs, equities, REITs and occasional third‑party managers.
The adviser employs a blend of methods—modern portfolio theory, fundamental, quantitative, charting and technical analysis—and uses both long‑ and short‑term trading as appropriate, while also offering model allocations through a technology‑driven provider. Accounts are overseen on a periodic basis with custodial and execution services arranged through institutional platforms that provide research and operational support.
What is distinctive is the firm’s material affiliation with accounting practices: the principal is a licensed CPA who operates affiliated accounting firms and may offer accounting or tax services to advisory clients, a relationship the brochure discloses as a potential conflict and does not require clients to use. The firm also discloses a policy of executing client trades individually rather than aggregating them and participates in an institutional custodian program that supplies additional institutional resources.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees start at $8,000
1.00% annually
$400 per hour
Account minimum: $150,000
Main office
19575 Janacek Ct 104
Brookfield WI 53045
Advisors at this office
1
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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