# NATWEALTH MANAGEMENT (USA) INC

NATWEALTH MANAGEMENT (USA) INC of MONTREAL is an SEC-registered investment adviser.

## Registration

- CRD: 310098
- Type: SEC-registered investment adviser
- SEC file number: 801-119519
- Location: 1155 METCALFE, 4TH FLOOR, MONTREAL, H3B 4S9
- Phone: 833-946-1589
- Latest filing: 2025-12-09
- Regulatory AUM: $115.0M
- Discretionary AUM: $113.7M
- Non-discretionary AUM: $1.3M
- Clients: 129
- Accounts: 130

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| [Jean-Francois Caron](https://search.stillhousedata.com/person/669350) | CHIEF COMPLIANCE OFFICER | — |
| [Jonathan Durocher](https://search.stillhousedata.com/person/669351) | CHIEF EXECUTIVE OFFICER AND PRESIDENT | — |
| [Lise Dupont](https://search.stillhousedata.com/person/669352) | CHIEF OPERATING OFFICER | — |
| [Jean-Francois Byette](https://search.stillhousedata.com/person/669353) | DIRECTOR | — |
| [Stephane Fontaine](https://search.stillhousedata.com/person/669354) | PRESIDENT OF THE BOARD | Montreal, Z4 |
| [Patrick Boilard](https://search.stillhousedata.com/person/669355) | DIRECTOR | — |
| [Sebastien Rene](https://search.stillhousedata.com/person/669356) | CHIEF FINANCIAL OFFICER | — |
| [Estelle Champagne](https://search.stillhousedata.com/person/669357) | DIRECTOR | — |
| [Mathieu Roy](https://search.stillhousedata.com/person/669358) | DIRECTOR | — |
| [Shoushan Mercier](https://search.stillhousedata.com/person/669359) | CORPORATE SECRETARY | — |
| [Barnoela Pierre](https://search.stillhousedata.com/person/669360) | ASSISTANT CORPORATE SECRETARY | — |
| [Simon Lemay](https://search.stillhousedata.com/person/692562) | SENIOR VICE PRESIDENT AND NATIONAL MANAGER | — |
| [Marie Brault](https://search.stillhousedata.com/person/692563) | CORPORATE SECRETARY | — |
| [FONTAINE STEPHANE](https://search.stillhousedata.com/person/840267) | DIRECTOR; PRESIDENT OF THE BOARD | — |
| [Caron Jean-Francois](https://search.stillhousedata.com/person/859144) | CHIEF COMPLIANCE OFFICER | — |
| [Rene Sebastian](https://search.stillhousedata.com/person/859145) | CHIEF FINANCIAL OFFICER | — |
| [Durocher Jonathan](https://search.stillhousedata.com/person/859146) | CHIEF EXECUTIVE OFFICER AND PRESIDENT | — |
| [Dupont Lise](https://search.stillhousedata.com/person/859147) | CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER | — |
| [menard judith](https://search.stillhousedata.com/person/860624) | BOARD OF DIRECTORS; DIRECTOR | — |
| [Byette Jean-Francois](https://search.stillhousedata.com/person/860625) | BOARD OF DIRECTORS; DIRECTOR | — |
| [Brind'Amour Denis](https://search.stillhousedata.com/person/860626) | BOARD OF DIRECTORS; CORPORATE SECRETARY | — |
| [Lemay Simon](https://search.stillhousedata.com/person/869846) | DIRECTOR; SENIOR VICE PRESIDENT AND NATIONAL MANAGER | — |
| [Mimeault Julie](https://search.stillhousedata.com/person/870062) | CHIEF FINANCIAL OFFICER | — |
| [Boilard Patrick](https://search.stillhousedata.com/person/873688) | DIRECTOR | — |
| [RENE SEBASTIEN](https://search.stillhousedata.com/person/877359) | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310098/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310098/similar
- Related entities: https://search.stillhousedata.com/firm/310098/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310098

---

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.