$115.0M Total AUM
$113.7M Disc. AUM
53.4% 3Y CAGR
129 Employees
180 ADV. Clients
6 yrs Firm Age
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- Custodian
- BNY Mellon · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2020
- Office Locations
- 1
Office Locations
1155 Metcalfe 4TH Floor Montreal --
About Natwealth Management
NatWealth Management (USA) Inc. is a U.S. registered investment adviser and a subsidiary of National Bank of Canada. The firm provides goal-based portfolio management, investor profiling, and ongoing financial planning support for U.S. clients, coordinating transactions through established U.S. partners. Public filings indicate a primarily ETF-based implementation alongside cash and fixed income exposure.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
$639.0K AVG AUM / CLIENT
3.8 yrs AVG TENURE
129 Employees
109 Advisory Reps
0 RIA Reps
6yrs Firm Age
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Investment Themes
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Investment Vehicles
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Technology
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Owner & Executives
P
Patrick Boilard
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
J
Jean-Francois Byette
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,745,041 | $902,738 |
| Non-Discretionary | $1,283,360 | $320,840 |
| Total | $115,028,401 | $884,834 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available Other:
Available Sovereign Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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