Midfield Private Wealth, LLC: applying for SEC registration, White Plains, NY
Midfield Private Wealth, LLC (White Plains, New York): applying for SEC registration, White Plains, NY. Dated 111 days ago, it serves as a historical benchmark. Score 35/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 8 published fields of this record are shown below. Locked: 191 related NY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Midfield Private Wealth, LLC |
| Legal name | Midfield Private Wealth, LLC |
| CRD | 343256 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-07-17 |
| Latest Form ADV filing | 2026-07-24 |
| Location | White Plains, NY, United States |
| Employees | 2 |
| Peer records CSV (192 NY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-17
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Midfield Private Wealth, LLC and 192 New York peers
- New York NewRiaPulse records like this one: 192
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New York peer: $38,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
35 / 100 Score
- Still in the approval window: vendors not yet chosen.
What is the NewRiaPulse record for Midfield Private Wealth, LLC in White Plains, New York?
Midfield Private Wealth, LLC applied for SEC registration as an investment adviser (2026-07-17), based in White Plains, NY.
How does Midfield Private Wealth, LLC compare to other New York NewRiaPulse records?
It is 111 days old; check the official source for later updates before acting. Its Score of 35/100 is modest; treat it as background rather than a priority.
Midfield Private Wealth, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Midfield Private Wealth, LLC | White Plains, NY | 2026-07-17 | ||
| Seaport Securities Corp. | New York, NY | 2026-10-28 | ||
| Hidden Pine Partners, LLC | New York, NY | 5 | 1st | 2026-10-28 |
| Grover Wealth Partners, LLC | Pittsford, NY | 2026-10-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.