# NORTH AMERICAN WEALTH ADVISORS INC.

NORTH AMERICAN WEALTH ADVISORS INC. of JORDAN, MN is an SEC-registered investment adviser.

## Registration

- CRD: 297057
- Type: SEC-registered investment adviser
- SEC file number: 801-113619
- Location: 224 WATER STREET, JORDAN, MN, 55352
- Phone: (952) 492-3500
- Latest filing: 2026-03-09
- Regulatory AUM: $237.3M
- Non-discretionary AUM: $237.3M
- Clients: 3
- Accounts: 131

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| James Richard Casey | CEO, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | — |
| CASEY JAMES RICHARD | CEO & CHIEF COMPLIANCE OFFICER; CEO, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297057/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297057/similar
- Related entities: https://search.stillhousedata.com/firm/297057/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297057

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.