Joshua Westers
Midwest Capital Advisors · Grand Rapids, Michigan
Joshua Westers is a fee-only financial advisor at Midwest Capital Advisors in Grand Rapids, Michigan. Midwest Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Midwest Capital Advisors |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.36B across 971 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7838314 |
| Exams passed | Series 66 (2024) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.midwestcap.com |
How Joshua's firm compares
- Midwest Capital Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 971 accounts).
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Questions about Joshua
Is Joshua Westers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Midwest Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Midwest Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joshua Westers based?
Joshua Westers is based in Grand Rapids, Michigan.
Is Joshua Westers registered with the SEC?
Yes. Joshua Westers is registered as an investment adviser representative in MI (CRD 7838314), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Midwest Capital Advisors manage?
Midwest Capital Advisors reports $1.36B across 971 accounts in assets under management.
How do I contact Joshua Westers?
Through Joshua's website, www.midwestcap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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