# North American Wealth Advisors Inc.

> North American Wealth Advisors Inc. is an SEC-registered investment advisory firm in Jordan, MN, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 297057
- Filed as: NORTH AMERICAN WEALTH ADVISORS INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jordan, MN
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297057
- AdvisorCensus page: https://advisorcensus.com/firm/north-american-wealth-advisors-inc-jordan-mn-297057

## Quick answers

**How is North American Wealth Advisors Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), North American Wealth Advisors Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is North American Wealth Advisors Inc. located?**
North American Wealth Advisors Inc.'s principal office is in Jordan, MN, according to its Form ADV.

**Is North American Wealth Advisors Inc. registered with the SEC or a state?**
North American Wealth Advisors Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297057.

**How much does North American Wealth Advisors Inc. manage?**
North American Wealth Advisors Inc. reports $237,322,597 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (0% discretionary).

**How have North American Wealth Advisors Inc.'s assets and staff changed since 2021?**
In the Form ADV data for North American Wealth Advisors Inc.: Regulatory assets under management: $158,440,146 in the October 2021 data and $237,322,597 in the October 2026 data, up 50%. Total employees: 1 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does North American Wealth Advisors Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (26).

**Which custodians does North American Wealth Advisors Inc. use?**
North American Wealth Advisors Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Newport Trust Co and State Street Global Markets, LLC as custodians holding 10% or more of its separately managed account assets.

**Does North American Wealth Advisors Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297057

**What changed in North American Wealth Advisors Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $181,925,918 to $237,322,597 (+30%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Newport Trust Co
- State Street Global Markets, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $237,322,597
- Discretionary: $0
- Non-discretionary: $237,322,597

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $9,397,210 |
| High net worth individuals | 26 | $50,772,839 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $118,602,423 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | Fewer than 5 | $58,550,125 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nawadvisor.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $158,440,146 | 1 | September 17, 2021 |
| October 2022 | $193,850,109 | 1 | March 17, 2022 |
| October 2023 | $162,167,421 | 1 | March 29, 2023 |
| October 2024 | $181,766,218 | 2 | March 27, 2024 |
| October 2025 | $181,925,918 | 2 | March 18, 2025 |
| October 2026 | $237,322,597 | 3 | March 9, 2026 |

Regulatory assets under management: $158,440,146 in the October 2021 data and $237,322,597 in the October 2026 data, up 50%.
Total employees: 1 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $181,925,918 to $237,322,597 (+30%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. North American Wealth Advisors Inc. (CRD 297057): Form ADV filing data as of October 2026.