


Midwest Wealth Management Revenue
Financial Services • Indianapolis, Indiana, United States • 1-10 Employees
Midwest Wealth Management revenue & valuation
| Annual revenue | $5,211,673 |
| Revenue per employee | $1,043,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,700,000 |
| Total funding | No funding |
Key Contact at Midwest Wealth Management
Greg Shields
President
Company overview
| Headquarters | 10475 Crosspoint Blvd, Suite 115, Indianapolis, Indiana 46256, US |
| Phone number | +13179220987 |
| Websites | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Wealth Management, Business Planning, Financial Planning, Alternative Investments |
| Founded | 2005 |
| Employees | 1-10 |
| Socials |
Midwest Wealth Management Email Formats
Midwest Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@midwest-wealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@midwest-wealth.com | 100% |
About Midwest Wealth Management
While many big name firms offer quality investment products, the products that their financial advisors can actually offer may be chosen by people who don’t even know you. These large firms may also impose sales quotas on the financial professional that’s helping you – hidden agendas that limit your choices even more. At Midwest Wealth Management, Inc., we believe in the power of individual choice. A place where your voice carries the most weight in helping you achieve your vision of a well-invested future. We provide an alternative route to wealth creation and protection that appeals to the successful professional. We’ve abolished the high fees, pretentious attitudes and cookie-cutter investment advice to support busy people who need personalized guidance. Midwest Wealth Management, Inc., 10475 Crosspoint Blvd, Suite 115, Indianapolis, IN 46256. Telephone 317-288-4989 Midwest Wealth Management Inc. (“Midwest”) is a Registered Investment Advisor (“RIA”), located in the State of Indiana. Midwest provides investment advisory and related services for clients nationally. Information provided is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Midwest Wealth Management has never raised funding before.
Midwest Wealth Management Tech Stack
Discover the technologies and tools that power Midwest Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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