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NORTH AMERICAN WEALTH ADVISORS INC.
CRD 297057 · SEC 801-113619
224 WATER STREET, JORDAN, MN, 55352, United States
Phone
(952) 492-3500
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$237.3M
Discretionary AUM
$0
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $9.4M |
| High net worth individuals | 26 | $50.8M |
States served
MN, TX
All web addresses on file
Official SEC filing: View on IAPD