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NATWEALTH MANAGEMENT
NATWEALTH MANAGEMENT (USA) INC
CRD 310098 · SEC 801-119519
1155 METCALFE, 4TH FLOOR, MONTREAL, AZ, H3B 4S9, Canada
Phone
833-946-1589
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$115.0M
Discretionary AUM
$113.7M
Team
129 total employees; 109 advisory reps; 40 broker-dealer reps
Clients
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Fees
Percentage of AUM; PAYMENTS IN RESPECT OF RESEARCH SERVICES RECEIVED
Org form
Corporation
Filing date
2025-12-09
Disciplinary history
No
Services
Portfolio management (individuals)INSTITUTIONAL CLIENT RESEARCH SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $17.7M |
| High net worth individuals | 44 | $89.7M |
| Investment companies | 40 | $0 |
| Corporations/business entities | 3 | $6.4M |
States served
AZ, CA, GA, LA, NY, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD