Investment adviser · CRD 322127
IA PRIVATE WEALTH (USA) INC.
Investment adviser filing (IA)
TORONTO, ONTARIO, Canada · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $135M Form ADV · Item 5.F
- Client accounts
- 292 Accounts, not individual clients
- Employees
- 131 Reported in this filing
- Advisory professionals
- 122 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 28 | $84,931,948 | 62.9% |
| Individuals | 167 | $44,535,147 | 33.0% |
| Corporations & businesses | 4 | $5,618,902 | 4.2% |
Filing source
Form ADV 2065025 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
26 WELLINGTON ST. EAST SUITE 700TORONTO, ONTARIO, M5E 1S2, Canada
CRD 322127
Filing source
Form ADV 2065025 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.