AtlanticMidwest Investment Research, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,141,909
Clients
58
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
58
Very HighAverage account size
$485,205
About
AtlanticMidwest Investment Research LLC is a small independent registered investment adviser managing roughly $28 million for about 58 clients and serves individuals (including high‑net‑worth clients), trusts, small business owners, and estates. The firm provides discretionary portfolio management, asset allocation, ongoing monitoring and rebalancing, and financial planning through multiple program tiers as well as an online asset‑management platform for lower‑minimum clients.
The firm’s investment process draws on fundamental analysis, technical analysis, and charting, and it offers both tactical and strategic discretionary management. It operates a proprietary WealthSentry model that uses technical, global‑events and fundamental inputs to position ETF and equity portfolios, can utilize separately managed accounts, and maintains an AmericasRetirementPlan.com platform that uses risk‑tolerance testing and automated portfolio selection limited to mutual funds and ETFs.
A noteworthy feature is that the firm regularly holds free seminars, webinars and workshops for the public; these sessions are described as educational and do not provide individualized investment or tax advice. AtlanticMidwest also runs a broad range of service offerings—from low‑entry online programs to high‑touch private reserve management—and discloses affiliated outside business activities (insurance, marketing and consulting) and related procedures intended to mitigate potential conflicts of interest.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
ESG / Sustainable investing
Active portfolio management
Wealth management
Occupation focus
Founder/Business Owner
Fee options
$0 - $25,000: $25,000 - $99,999: AmericasRetirementPlan.com: $250 or $50/month recurring $100,000 - $249,999: Preferred Asset Management: 1.00% annually $250,000 - $499,999: Choice Asset Management or WealthSentry Asset Management: rates apply (WealthSentry additional 0.75% fee) $500,000+: Private Reserve Asset Management: 0.95% on first $1,000,000; 0.45% on amount above $1,000,000
Commissions on insurance products via affiliated insurance agency (outside AMIR advisory fees)
Hourly charges reported in SEC Part 1 but not specifically detailed in brochure
Account minimum: $25,000
Main office location
AtlanticMidwest Investment Research, LLC
61 Antonio Lopez, Suite 203
Humacao PR 00791, United States
Number of offices
2
Most active in
AtlanticMidwest Investment Research, LLC has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri · Puerto Rico · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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