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| Happy Holidays!! thanks for using AUM13F!! |
| Natwealth Management USA Inc
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| CRD # | 310098 |
| SEC # | 801-119519 |
| CIK # | |
| AUM | $93.8 M (2025-06-12) |
| Employees | 174 (70% Investors, 3% Brokers) |
| Phone | 833-946-1589 |
| Address | 1155 Metcalfe Montreal, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 13.7 |
| (b) Individuals (high net worth individuals) | 34 | 80.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 34 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 97 | 93.8 |
| By Discretionary | ||
| Discretionary | 97 | 93.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 97 | 93.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.4 | |
| United States Persons | 89.4 | |
| Total | 97 | 93.8 |
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|---|---|---|
|
Titan Managers LLC
✚
|
AZ | 0.1 |
|
Blue Jean Financial LLC
✚
|
NY | 0.1 |
|
Cypress Capital Management US Limited
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0.1 | |
|
Joseph John Hasson Jr
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|
0.1 | |
|
Wells Global Investment Advisers LLC
✚
|
FL | 0.1 |
|
Tweddell Goldberg LLC
✚
|
0.1 | |
|
Scott Conyers Capital Management Inc
✚
|
0.1 | |
|
Newman Ladd Capital Advisors LLC
✚
|
NY | 0.1 |
|
Buckram Securities Ltd
✚
|
NY | 0.1 |
|
Gallatin & Company LLC
✚
|
FL | 0.1 |