Natwealth Management (USA) Inc
● SEC registered since 2020CRD 310098SEC# 801-119519Montreal
Reg. AUM
$115M
Employees
129
Accounts
130
Location
Montreal
Natwealth Management (USA) Inc assets under management
Natwealth Management (USA) Inc operates as an SEC-registered investment adviser based in Montreal. The firm has been registered since 2020. It reports $115 million in regulatory assets under management and employs 129 people.
Natwealth Management (USA) Inc owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barnoela Pierre Control | Assistant Corporate Secretary | Under 5% | 2025 |
| Estelle Champagne Control | Director | Under 5% | 2025 |
| Jean-Francois Byette Control | Director | Under 5% | 2020 |
| Jean-Francois Caron Control | Chief Compliance Officer | Under 5% | 2020 |
| Jonathan Durocher Control | Chief Executive Officer And President | Under 5% | 2020 |
| Lise Dupont Control | Chief Operating Officer | Under 5% | 2020 |
| Mathieu Roy Control | Director | Under 5% | 2025 |
| National Bank Acquisition Holding Inc. Control | Direct Owner | Over 75% | 2020 |
| Patrick Boilard Control | Director | Under 5% | 2022 |
| Sebastien Rene Control | Chief Financial Officer | Under 5% | 2023 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Natwealth Management (USA) Inc manage?
Natwealth Management (USA) Inc reports $115 million in regulatory assets under management on its Form ADV.
How many employees does Natwealth Management (USA) Inc have?
Natwealth Management (USA) Inc reports 129 employees.
Where is Natwealth Management (USA) Inc located?
Natwealth Management (USA) Inc is based in Montreal and has been SEC-registered since 2020.
Does Natwealth Management (USA) Inc disclose fund performance?
Natwealth Management (USA) Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1155 Metcalfe, 4th Floor, Montreal H3B 4S9 |
| Phone | 833-946-1589 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$115M▲ 23%
May '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,306 advisers
EmployeesTop 6%
More than 94% of 16,824 advisers
Assets under management
$115Mregulatory AUM
Discretionary $113.7MNon-discretionary $1.3M