|
⚲
|
| Natwealth Management USA Inc
✚
| |
|---|---|
| CRD # | 310098 |
| SEC # | 801-119519 |
| CIK # | |
| AUM | $67.6 MM (2024-08-20) |
| Employees | 136 (90% Investors, 1% Brokers) |
| Phone | 833-946-1589 |
| Address | 1155 Metcalfe Montreal, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 10.6 |
| (b) Individuals (high net worth individuals) | 35 | 57.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 20 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 75 | 67.6 |
| By Discretionary | ||
| Discretionary | 75 | 67.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 75 | 67.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.3 | |
| United States Persons | 64.3 | |
| Total | 75 | 67.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Seahorse Financial Advisers Inc
✚
|
NY | 0.1 |
|
Precise Investment Management Inc
✚
|
IL | 0.1 |
|
Silver Advisors LLC
✚
|
NY | 0.1 |
|
Financial Resources Management Inc
✚
|
NY | 0.1 |
|
Silveroak Investments LLC
✚
|
NV | 0.1 |
|
Occam Capital Management LLC
✚
|
NY | 0.1 |
|
Bayridge Financial Group Inc
✚
|
NY | 0.1 |
|
Yearwood Young Advisors LLC
✚
|
NY | 0.1 |
|
Sterling Asset Management Co Inc
✚
|
NY | 0.1 |
|
Capital Formation Advisers LLC
✚
|
NY | 0.1 |