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|
| Keyboard |
| IA Private Wealth USA Inc
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|
|---|---|
| CRD # | 322127 |
| SEC # | 801-126039 |
| CIK # | |
| AUM | 135.1 M (2026-03-26) |
| Employees | 131 (93% Investors, 0% Brokers) |
| Phone | 855-999-2081 |
| Address | 26 Wellington St East Suite 700 Toronto Ontario, Canada |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 44.5 |
| (b) Individuals (high net worth individuals) | 28 | 84.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 292 | 135.1 |
| By Discretionary | ||
| Discretionary | 292 | 135.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 292 | 135.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.6 | |
| United States Persons | 120.5 | |
| Total | 292 | 135.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Twenty Twenty Investment Advisors LLC
✚
|
139.0 M | |
|
Box Hill Private Wealth
✚
|
137.5 M | |
|
Black Walnut Wealth Management LLC
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|
MI | 136.8 M |
|
Aventus Investment Advisors Inc
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|
FL | 136.5 M |
|
Big Sky Wealth Advisors LLC
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|
MT | 134.6 M |
|
Soundpath Retirement Strategies LLC
✚
|
WA | 134.5 M |
|
Gibson Financial Solutions Inc
✚
|
ME | 133.7 M |
|
Peak Financial Consulting Inc
✚
|
MN | 132.3 M |
|
Sterling Bridge Financial Group LLC
✚
|
FL | 131.1 M |
|
Frisco Financial Planning LLC
✚
|
131.1 M |