North American Wealth Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Jordan, MN. Its latest Form ADV filing, dated March 9, 2026, reports $237M in regulatory assets under management, 3 employees, and 131 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.2% of total clients.
Top client categories% of clientsClients
1
Individuals
61.2%
41
2
HNWI
38.8%
26
Categories with <5 clients
OTHER ORGANIZATION NOT LISTED ABOVE<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$237Mas of March 9, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$237M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$237M
Total Accounts131
10Y AUM Change+$237M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee22:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.