Natwealth Management
Natwealth Management is an SEC-registered wealth manager in Montreal with $115.0M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Natwealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310098, SEC 801-119519, data through 2025-12-09.
- AUM (assets under management / regulatory AUM)
- $115.0M (2025-12-09)
- Firm type
- Wealth Manager
- Location
- Montreal
- Employees
- 129
- Clients
- 100
- CRD
- 310098
- Ownership
- Caron, Jean-Francois; Rene, Sebastian; Dupont, Lise; Byette, Jean-Francois; Brind'Amour, Denis
How much AUM does Natwealth Management have?
Natwealth Management reported $115.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-09).
Who owns Natwealth Management?
Disclosed owners and executives of Natwealth Management include Caron, Jean-Francois, Rene, Sebastian, Dupont, Lise, Byette, Jean-Francois, Brind'Amour, Denis. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.