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NATWEALTH MANAGEMENT
Legal name: NATWEALTH MANAGEMENT (USA) INC
CRD 310098File 801-119519
APPROVED
Retail clients
Filing as of Dec 9, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$115.0M
Bottom 25% of cohort (national)
Discretionary AUM
$113.7M
Non-discretionary $1.3M
Clients
140
130 accounts
Employees
129
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Sep 30, 2020
- Principal office
- 1155 METCALFE, 4TH FLOOR, MONTREAL, H3B 4S9
- Phone
- 833-946-1589
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $115.0M
- Discretionary AUM
- $113.7M
- Non-discretionary AUM
- $1.3M
- Discretionary accounts
- 126
- Non-discretionary accounts
- 4
- Total accounts
- 130
- AUM per client
- $822K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $6.4M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Investment companies | 40 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 44 | $89.7M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 53 | $17.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PAYMENTS IN RESPECT OF RESEARCH SERVICES RECEIVED
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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.