MIDWAY WEALTH PARTNERS, LLC
Adviser information for MIDWAY WEALTH PARTNERS, LLC last updated from Form ADV on January 17th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,069 | $249.0M |
| Non-Discretionary | 0 | $0 |
| Total | 1,069 | $249.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 419 | $118.0M |
| HNW Individuals | 108 | $131.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 249.0M |
| Portfolio Manager | 0 |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| MIDWAY WEALTH PARTNERS LLC | ADHESION WEALTH ADVISOR SOLUTIONS |
Identifiers
| SEC RIA File Number | 801-127027 |
|---|---|
| SEC ERA File Number | 801-127027 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323770 |
| Legal Entity Identifier | None |
Principal Office
1650 N. ARLINGTON HEIGHTS RD.SUITE 204
ARLINGTON HEIGHTS
IL
United States
Monday - Friday, 9 AM - 5 PM
Tel: (847) 787-1144, Fax: None
Chief Compliance Officer
DENNIS RYAN
1650 N. ARLINGTON HEIGHTS RD.
SUITE 204
ARLINGTON HEIGHTS
IL
United States
Tel:
(847) 787-1144
D****@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BABJAK, RICHARD, STEVEN | Individual | – | CHIEF EXECUTIVE OFFICER | 06/2022 | 25-50% |
| ROLLINS, TODD, JAY | Individual | – | MEMBER | 06/2022 | 25-50% |
| RYAN, DENNIS, PATRICK | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2022 | 25-50% |