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NATWEALTH MANAGEMENT (USA) INC

Advisory

N·MONTREAL

Data as of Dec 13, 2024 · Source: SEC Form ADV

Total AUM

$115M

1-Year AUM Growth

+38.7%

3-Year CAGR

+82.8%

Employees

109

Assets Under Management

Total AUM$115M

Discretionary AUM$114M

Non-Discretionary AUM$1M

Discretionary %98.9%

Total Clients140

Team

Total Employees109

Investment Advisers129

Employee Growth (1Y)+175.0%

Filing History

Total Filings on Record25

First FilingAug 24, 2020

Latest FilingDec 13, 2024

🔒 Full AUM trend chart and 25 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NATWEALTH MANAGEMENT (USA) INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.