Overview
Assets Under Management: $135 million
High-Net-Worth Clients: 28
Average Client Assets: $3.0 million
Frequently Asked Questions
IA PRIVATE WEALTH (USA) INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #322127), IA PRIVATE WEALTH (USA) INC. is subject to fiduciary duty under federal law.
IA PRIVATE WEALTH (USA) INC. serves 28 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, IA PRIVATE WEALTH (USA) INC. offers financial planning and portfolio management for individuals. View all service details ↓
IA PRIVATE WEALTH (USA) INC. manages $135 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, IA PRIVATE WEALTH (USA) INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.87%
Average Client Assets: $3.0 million
Total Client Accounts: 292
Discretionary Accounts: 292
Regulatory Filings
CRD Number: 322127
Filing ID: 2065025
Last Filing Date: 2026-03-26 10:20:14