Investment adviser · CRD 310098

NATWEALTH MANAGEMENT

Investment adviser filing (IA)

NATWEALTH MANAGEMENT (USA) INC

MONTREAL, Canada · Form ADV filed Sep 29, 2026

Regulatory AUM
$115M
Form ADV · Item 5.F
Client accounts
130
Accounts, not individual clients
Employees
129
Reported in this filing
Advisory professionals
109
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals44$89,650,48177.9%
Individuals53$17,736,71915.4%
Corporations & businesses3$6,357,8415.5%
Other clientsFewer than 5$1,283,3601.1%
Banks & thriftsFewer than 5$00.0%
Investment companies40$00.0%
Retirement plansFewer than 5$00.0%
CharitiesFewer than 5$00.0%
Government entitiesFewer than 5$00.0%
Other investment advisersFewer than 5$00.0%
Insurance companiesFewer than 5$00.0%
Sovereign wealth & foreign institutionsFewer than 5$00.0%
Filing source

Form ADV 2135424 · Sep 29, 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 funds

The 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: Sep 29, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

1155 METCALFE, 4TH FLOOR
MONTREAL, H3B 4S9, Canada

CRD 310098

Filing source

Form ADV 2135424 · Sep 29, 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.