LP Profile

North American Wealth Advisors

Also known as north american wealth

Wealth ManagerJordan, United StatesFounded 2018
$237M
Assets Under Management
Jordan
Headquarters
Investment Focus

About North American Wealth Advisors

North American Wealth Advisors is a financial advisory firm based in Jordan, Minnesota, founded in 2018. It reports about $237 million in assets and works as an independent advisor with clients on their wealth. The firm says it takes a comprehensive approach, offering personalized strategies that consider all parts of a client's financial life. Its stated focus is on the security of accumulated wealth during clients' lifetimes and beyond, and on tying each investment plan to the client's overall life plan.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to North American Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$237.3M
Total Clients
131
Filing Date
March 9, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is North American Wealth Advisors?

North American Wealth Advisors is a wealth manager based in Jordan, United States, managing approximately $237M in assets.

Where is North American Wealth Advisors headquartered?

North American Wealth Advisors is headquartered in Jordan, United States.

How much does North American Wealth Advisors manage?

North American Wealth Advisors manages approximately $237M in assets under management.

When was North American Wealth Advisors founded?

North American Wealth Advisors was founded in 2018.

How can I contact North American Wealth Advisors?

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