Ia Private Wealth (usa) Inc.
Ia Private Wealth (usa) Inc. is an SEC-registered mass-market adviser in Toronto, Ontario with $135.1M assets under management (AUM, regulatory AUM), +41% over one year. See who owns Ia Private Wealth (usa) Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322127, SEC 801-126039, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $135.1M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Toronto, Ontario
- Employees
- 131
- Clients
- 199
- CRD
- 322127
- Ownership
- IA FINANCIAL CORPORATION INC.; IA WEALTH GROUP (USA) INC.; BLOUIN, BRUNO; SMITH, MICHAEL, ROTHWELL; Robinson, Mark
How much AUM does Ia Private Wealth (usa) Inc. have?
Ia Private Wealth (usa) Inc. reported $135.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Ia Private Wealth (usa) Inc.?
Disclosed owners and executives of Ia Private Wealth (usa) Inc. include IA FINANCIAL CORPORATION INC., IA WEALTH GROUP (USA) INC., BLOUIN, BRUNO, SMITH, MICHAEL, ROTHWELL, Robinson, Mark. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.