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Chief Compliance Officer and Director of Risk and Compliance · Midland Wealth Management

Leo Breault

CRD 4144770 · Named on Form ADV at one SEC-registered adviser

At a glance

Midland Wealth Management, an SEC-registered asset manager based in Effingham, IL with $3.2 billion in regulatory assets, lists Leo Breault on its Form ADV as Chief Compliance Officer and Director of Risk and Compliance, a control person.

Firms and roles

  • Midland Wealth ManagementChief Compliance Officer and Director of Risk and ComplianceAsset manager · Effingham, IL · $3.2B in regulatory assets

AtlasMembers

Leo’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Leo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.