NORTH AMERICAN WEALTH ADVISORS INC.

NORTH AMERICAN WEALTH ADVISORS INC. of JORDAN, MN is an SEC-registered investment adviser (CRD 297057). Regulatory assets under management: $237.3M.

Registration

• CRD: 297057
• SEC file number: 801-113619
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297057 on SEC IAPD (source of record)
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