TORONTO, ONTARIOCRD 322127Latest ADV March 26, 2026
Ia Private Wealth (Usa) Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Toronto, Ontario. Its latest Form ADV filing, dated March 26, 2026, reports $135M in regulatory assets under management, 131 employees, 60 offices, and 292 accounts.
Assets Under Management
$135M
Employees
131
Offices
60 offices
Total Clients
199
Primary office
TORONTO, ONTARIO
26 WELLINGTON ST. EAST SUITE 700, TORONTO, ONTARIO, Canada
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.9% of total clients.
Top client categories% of clientsClients
1
Individuals
83.9%
167
2
HNWI
14.1%
28
3
Corporations
2.0%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$135Mas of March 26, 2026
Discretionary100.0%
$135M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$135M
Total Accounts292
10Y AUM Change+$135M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees131
Clients per Employee2:1
10Y Employee Change+130 (+13000.0%)
* 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.