# IA PRIVATE WEALTH (USA) INC.

IA PRIVATE WEALTH (USA) INC. of TORONTO, ONTARIO is an SEC-registered investment adviser.

## Registration

- CRD: 322127
- Type: SEC-registered investment adviser
- SEC file number: 801-126039
- Location: 26 WELLINGTON ST. EAST SUITE 700, TORONTO, ONTARIO, M5E 1S2
- Phone: 1-855-999-2081
- Latest filing: 2026-03-26
- Regulatory AUM: $135.1M
- Discretionary AUM: $135.1M
- Clients: 131
- Accounts: 292

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Corporations

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Mark Robinson | COO | CANTON, MA |
| Michael Rothwell Smith | PRESIDENT | — |
| Bruno Blouin | CFO | — |
| Zamir Bashardost | CCO | — |
| ROBINSON STEPHEN MARK | COO | — |
| SMITH MICHAEL ROTHWELL | CCO, PRESIDENT | — |
| BLOUIN BRUNO | CFO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322127/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322127/similar
- Related entities: https://search.stillhousedata.com/firm/322127/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322127

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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.