# Midfield Private Wealth, LLC

> Midfield Private Wealth, LLC is an SEC-registered investment advisory firm in White Plains, NY, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.

- CRD: 343256
- Filed as: MIDFIELD PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: White Plains, NY
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343256
- AdvisorCensus page: https://advisorcensus.com/firm/midfield-private-wealth-llc-white-plains-ny-343256

## Quick answers

**How is Midfield Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Midfield Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Midfield Private Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated July 24, 2026 states: Flat fee: $1,500 to $10,000 (financial planning and consulting services under a…); Hourly rate: $125 to $825 an hour (financial planning and/or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Midfield Private Wealth, LLC located?**
Midfield Private Wealth, LLC's principal office is in White Plains, NY, according to its Form ADV.

**Is Midfield Private Wealth, LLC registered with the SEC or a state?**
Midfield Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343256.

**How much does Midfield Private Wealth, LLC manage?**
Midfield Private Wealth, LLC reports $0 in regulatory assets under management in its Form ADV filing dated July 24, 2026.

**Does Midfield Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343256

**What changed in Midfield Private Wealth, LLC's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 24, 2026)

- Flat fee: $1,500 to $10,000 (financial planning and consulting services under a…)

> These fees are negotiable, but range from $1,500 to $10,000 on a fixed fee basis

- Hourly rate: $125 to $825 an hour (financial planning and/or consulting services)

> and/or from $125 to $825 on an hourly basis, depending upon the scope and complexity of the services

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Midfield Private Wealth, LLC (CRD 343256): Form ADV filing data as of October 2026.