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Natwealth Management (USA) Inc

● SEC registered since 2020CRD 310098SEC# 801-119519Montreal
Export (members)
Reg. AUM
$93.8M
Employees
174
Accounts
97
Location
Montreal

Natwealth Management (USA) Inc assets under management

Natwealth Management (USA) Inc operates as an SEC-registered investment adviser based in Montreal. The firm has been registered since 2020. It reports $93.8 million in regulatory assets under management and employs 174 people.
www.nbfwm.ca/natwealth.htmlView on SEC.gov ↗

Natwealth Management (USA) Inc owners & executives

13 reported
NameTitleOwnershipSince
Barnoela Pierre ControlAssistant Corporate SecretaryUnder 5%2025
Estelle Champagne ControlDirectorUnder 5%2025
Jean-Francois Byette ControlDirectorUnder 5%2020
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Frequently asked questions

How much does Natwealth Management (USA) Inc manage?

Natwealth Management (USA) Inc reports $93.8 million in regulatory assets under management on its Form ADV.

How many employees does Natwealth Management (USA) Inc have?

Natwealth Management (USA) Inc reports 174 employees.

Where is Natwealth Management (USA) Inc located?

Natwealth Management (USA) Inc is based in Montreal and has been SEC-registered since 2020.

Does Natwealth Management (USA) Inc disclose fund performance?

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

Contact & registration

Address1155 Metcalfe, 4th Floor, Montreal H3B 4S9
Phone833-946-1589
Office hours9:00 a.m. - 5:00 p.m.
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$93.8M
Non-discretionary$0
Total (RAUM)$93.8M