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NATWEALTH MANAGEMENT

MONTREAL, Canada · CRD 310098 · IAPD ↗ · nbfwm.ca · 833-946-1589

$115.0MRegulatory AUM
109Advisory reps
129Employees
40Clients
n/aPlanning clients
0Private funds
12States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

18
October 2026 — NATWEALTH MANAGEMENT notice-filed in MI, NJ, PA, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
20
January 2026 — NATWEALTH MANAGEMENT shrank from 118 to 109 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
14
January 2025 — NATWEALTH MANAGEMENT notice-filed in IL, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
32
January 2025 — NATWEALTH MANAGEMENT reported RAUM up 39% ($67.6M -> $93.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
12
February 2024 — NATWEALTH MANAGEMENT notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
February 2024 — NATWEALTH MANAGEMENT reported RAUM up 105% ($33.0M -> $67.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
February 2024 — NATWEALTH MANAGEMENT grew from 44 to 122 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.