Ia Private Wealth (USA) Inc.
● SEC registered since 2022CRD 322127SEC# 801-126039Toronto, Ontario
Reg. AUM
$135.1M
Employees
131
Accounts
292
Location
Toronto, Ontario
Ia Private Wealth (USA) Inc. assets under management
Ia Private Wealth (USA) Inc. is a registered investment adviser overseen by the SEC based in Toronto, Ontario. The firm has been registered since 2022. It reports $135.1 million in regulatory assets under management and employs 131 people.
Ia Private Wealth (USA) Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruno Blouin Control | Cfo | Under 5% | 2022 |
| Ia Wealth Group (USA) Inc. Control | Owner | Over 75% | 2022 |
| Mark Robinson Control | Coo | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Ia Private Wealth (USA) Inc. manage?
Ia Private Wealth (USA) Inc. reports $135.1 million in regulatory assets under management on its Form ADV.
How many employees does Ia Private Wealth (USA) Inc. have?
Ia Private Wealth (USA) Inc. reports 131 employees.
Where is Ia Private Wealth (USA) Inc. located?
Ia Private Wealth (USA) Inc. is based in Toronto, Ontario and has been SEC-registered since 2022.
Does Ia Private Wealth (USA) Inc. disclose fund performance?
Ia Private Wealth (USA) Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 26 Wellington St. East Suite 700, Toronto, Ontario M5E 1S2 |
| Phone | 1-855-999-2081 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$135.1M▲ 41%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$135.1Mregulatory AUM
Discretionary $135.1M