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IA PRIVATE WEALTH (USA) INC.

TORONTO, ONTARIO, Canada · CRD 322127 · IAPD ↗ · iaprivatewealthusa.com · 1-855-999-2081

$135.1MRegulatory AUM
122Advisory reps
131Employees
0Clients
0Planning clients
0Private funds
13States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

20
April 2026 — IA PRIVATE WEALTH (USA) INC. added office(s): 54 -> 60 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
33
April 2026 — IA PRIVATE WEALTH (USA) INC. reported RAUM up 41% ($95.8M -> $135.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
41
April 2026 — IA PRIVATE WEALTH (USA) INC. grew from 116 to 122 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
14
April 2025 — IA PRIVATE WEALTH (USA) INC. notice-filed in GA, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
20
April 2025 — IA PRIVATE WEALTH (USA) INC. added office(s): 43 -> 54 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2025 — IA PRIVATE WEALTH (USA) INC. grew from 96 to 116 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
20
April 2024 — IA PRIVATE WEALTH (USA) INC. added office(s): 18 -> 43 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2024 — IA PRIVATE WEALTH (USA) INC. reported RAUM up 516% ($12.6M -> $77.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — IA PRIVATE WEALTH (USA) INC. grew from 34 to 96 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.