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Ia Private Wealth (USA) Inc.

● SEC registered since 2022CRD 322127SEC# 801-126039Toronto, Ontario
Export (members)
Reg. AUM
$95.8M
Employees
126
Accounts
183
Location
Toronto, Ontario

Ia Private Wealth (USA) Inc. assets under management

Ia Private Wealth (USA) Inc. is a registered investment adviser overseen by the SEC based in Toronto, Ontario. The firm has been registered since 2022. It reports $95.8 million in regulatory assets under management and employs 126 people.
iaprivatewealthusa.comView on SEC.gov ↗

Ia Private Wealth (USA) Inc. owners & executives

6 reported
NameTitleOwnershipSince
Bruno Blouin ControlCfoUnder 5%2022
Ia Wealth Group (USA) Inc. ControlOwnerOver 75%2022
Mark Robinson ControlCooUnder 5%2022
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Frequently asked questions

How much does Ia Private Wealth (USA) Inc. manage?

Ia Private Wealth (USA) Inc. reports $95.8 million in regulatory assets under management on its Form ADV.

How many employees does Ia Private Wealth (USA) Inc. have?

Ia Private Wealth (USA) Inc. reports 126 employees.

Where is Ia Private Wealth (USA) Inc. located?

Ia Private Wealth (USA) Inc. is based in Toronto, Ontario and has been SEC-registered since 2022.

Does Ia Private Wealth (USA) Inc. disclose fund performance?

Ia Private Wealth (USA) Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address26 Wellington St. East Suite 700, Toronto, Ontario M5E 1S2
Phone1-855-999-2081
Office hours8 a.m. To 5 p.m.
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$95.8M
Non-discretionary$0
Total (RAUM)$95.8M