North American Wealth Advisors Inc.
North American Wealth Advisors Inc. is an SEC-registered wealth manager in Jordan, MN with $237.3M assets under management (AUM, regulatory AUM), +30% over one year. See who owns North American Wealth Advisors Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297057, SEC 801-113619, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $237.3M (2026-03-09)
- Firm type
- Wealth Manager
- Location
- Jordan, MN
- Employees
- 3
- Clients
- 67
- CRD
- 297057
- Ownership
- CASEY, JAMES, RICHARD
How much AUM does North American Wealth Advisors Inc. have?
North American Wealth Advisors Inc. reported $237.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns North American Wealth Advisors Inc.?
Disclosed owners and executives of North American Wealth Advisors Inc. include CASEY, JAMES, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.