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NORTH AMERICAN WEALTH ADVISORS INC.
CRD 297057File 801-113619
APPROVED
Retail clients
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$237.3M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $237.3M
Clients
67
131 accounts
Employees
3
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 13, 2018
- Principal office
- 224 WATER STREET, JORDAN, MN, 55352
- Phone
- (952) 492-3500
- Website
- https://www.nawadvisor.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $237.3M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $237.3M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 131
- Total accounts
- 131
- AUM per client
- $3.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 26 | $50.8M |
| Pension and profit sharing plans | Fewer than 5 | $118.6M |
| Individuals (other than high net worth individuals) | 41 | $9.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.