Natwealth Management is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated December 9, 2025, reports $115M in regulatory assets under management, 129 employees, 16 offices, and 130 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 37.9% of total clients.
Top client categories% of clientsClients
1
Individuals
37.9%
53
2
HNWI
31.4%
44
3
Investment Cos.
28.6%
40
4
Corporations
2.1%
3
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$115Mas of December 9, 2025
Discretionary98.9%
$114M
99% of total RAUM98.9%
Non-discretionary1.1%
$1M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$115M
Total Accounts130
10Y AUM Change+$115M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees129
Clients per Employee1:1
10Y Employee Change+79 (+158.0%)
* 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.