IA PRIVATE WEALTH (USA) INC.
SEC Form ADV profile.
Total regulatory AUM
$135,085,997
Discretionary
$135,085,997
Non-discretionary
$0
Firm details
- CRD number
- 322127
- SEC file number
- 801-126039
- Main office
- TORONTO, ONTARIO, Canada
- Employees
- 131
- SEC status
- Approved
- Website
- https://iaprivatewealthusa.com/
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.