← Back to searchVisit website
IA PRIVATE WEALTH (USA) INC.
CRD 322127 · SEC 801-126039
26 WELLINGTON ST. EAST SUITE 700, TORONTO, ONTARIO, AZ, M5E 1S2, Canada
Phone
1-855-999-2081
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.1M
Discretionary AUM
$135.1M
Team
131 total employees; 122 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 167 | $44.5M |
| High net worth individuals | 28 | $84.9M |
| Corporations/business entities | 4 | $5.6M |
States served
AZ, AR, CA, CO, GA, IL, LA, NY, SC, UT, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD