Overview
Assets Under Management: $115 million
High-Net-Worth Clients: 44
Average Client Assets: $2.0 million
Frequently Asked Questions
NATWEALTH MANAGEMENT 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 #310098), NATWEALTH MANAGEMENT is subject to fiduciary duty under federal law.
NATWEALTH MANAGEMENT serves 44 high-net-worth clients according to their SEC filing dated December 09, 2025. View client details ↓
According to their SEC Form ADV, NATWEALTH MANAGEMENT offers portfolio management for individuals. View all service details ↓
NATWEALTH MANAGEMENT manages $115 million in client assets according to their SEC filing dated December 09, 2025.
According to their SEC Form ADV, NATWEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.94%
Average Client Assets: $2.0 million
Total Client Accounts: 130
Discretionary Accounts: 126
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 310098
Filing ID: 2030669
Last Filing Date: 2025-12-09 16:31:38