North American Wealth Advisors Inc.
● SEC registered since 2018CRD 297057SEC# 801-113619Jordan, MN
Reg. AUM
$237.3M
Employees
3
Accounts
131
Location
Jordan, MN
North American Wealth Advisors Inc. assets under management
North American Wealth Advisors Inc. is an investment advisory firm registered with the SEC based in Jordan, MN. The firm has been registered since 2018. It reports $237.3 million in regulatory assets under management and employs 3 people.
North American Wealth Advisors Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Richard Casey Control | Ceo, Chief Compliance Officer, Shareholder | Over 75% | 2018 |
Frequently asked questions
How much does North American Wealth Advisors Inc. manage?
North American Wealth Advisors Inc. reports $237.3 million in regulatory assets under management on its Form ADV.
How many employees does North American Wealth Advisors Inc. have?
North American Wealth Advisors Inc. reports 3 employees.
Where is North American Wealth Advisors Inc. located?
North American Wealth Advisors Inc. is based in Jordan, MN and has been SEC-registered since 2018.
Does North American Wealth Advisors Inc. disclose fund performance?
North American Wealth Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 224 Water Street, Jordan, MN 55352 |
| Phone | (952) 492-3500 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$237.3M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$237.3Mregulatory AUM
Discretionary $0Non-discretionary $237.3M