SEC Form ADV

NORTH AMERICAN WEALTH ADVISORS INC.

Firm profile: North American Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMN

$237.3M

Assets Under Management

131

Total Clients

Employees

Get LP Contact Details

Registration Details

Accession: CRD-297057
Location: JORDAN, MN
Filing Date: March 9, 2026
AUM: $237.3M
Total Clients: 131
Employees: 3
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansOther

About this Adviser

NORTH AMERICAN WEALTH ADVISORS INC. is a registered investment adviser headquartered in JORDAN, MN, managing approximately $237.3M in assets across 131 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings