Overview
Assets Under Management: $237 million
Headquarters: JORDAN, MN
High-Net-Worth Clients: 26
Average Client Assets: $2.0 million
Frequently Asked Questions
NORTH AMERICAN WEALTH ADVISORS 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 #297057), NORTH AMERICAN WEALTH ADVISORS INC. is subject to fiduciary duty under federal law.
NORTH AMERICAN WEALTH ADVISORS INC. is headquartered in JORDAN, MN.
NORTH AMERICAN WEALTH ADVISORS INC. serves 26 high-net-worth clients according to their SEC filing dated March 09, 2026. View client details ↓
According to their SEC Form ADV, NORTH AMERICAN WEALTH ADVISORS INC. offers portfolio management for individuals and selection of other advisors. View all service details ↓
NORTH AMERICAN WEALTH ADVISORS INC. manages $237 million in client assets according to their SEC filing dated March 09, 2026.
According to their SEC Form ADV, NORTH AMERICAN WEALTH ADVISORS INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.39%
Average Client Assets: $2.0 million
Total Client Accounts: 131
Non-Discretionary Accounts: 131
Regulatory Filings
CRD Number: 297057
Filing ID: 2062990
Last Filing Date: 2026-03-09 17:05:38