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| Keyboard |
| Natwealth Management USA Inc
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|---|---|
| CRD # | 310098 |
| SEC # | 801-119519 |
| CIK # | |
| AUM | 115.0 M (2025-12-09) |
| Employees | 129 (84% Investors, 5% 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) | 53 | 17.7 |
| (b) Individuals (high net worth individuals) | 44 | 89.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 40 | 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 | 3 | 6.4 |
| (n) Other | 0 | 1.3 |
| Total | 130 | 115.0 |
| By Discretionary | ||
| Discretionary | 126 | 113.7 |
| Non-Discretionary | 4 | 1.3 |
| Total | 130 | 115.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.5 | |
| United States Persons | 110.5 | |
| Total | 130 | 115.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 40 (7 non-US) |
| Serves | Retail |
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|---|---|---|
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Metis Wealth Management & Planning LLC
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1102 Partners LLC
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114.5 M |