NORTH AMERICAN WEALTH ADVISORS INC.
CRD #297057 SEC #801-113619 JORDAN, MN (952) 492-3500
SEC Registered
Total AUM
$181.9M
Discretionary
$0
Employees
2
Clients
--
Accounts
112
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $181.9M | $0 | $181.9M | 2 | 0 |
| Mar 2024 | $181.8M | $0 | $181.8M | 2 | 0 |
| Mar 2023 | $162.2M | $0 | $162.2M | 1 | 0 |
| Mar 2022 | $193.9M | $0 | $193.9M | 1 | 0 |
| Sep 2021 | $158.4M | $0 | $158.4M | 1 | 0 |
| Feb 2021 | $158.4M | $0 | $158.4M | 1 | 0 |
| Feb 2021 | $158.4M | $0 | $158.4M | 1 | 0 |
| May 2020 | $149.5M | $0 | $149.5M | 1 | 0 |
| Mar 2020 | $149.5M | $0 | $149.5M | 1 | 0 |
| Mar 2019 | $111.7M | $0 | $111.7M | 1 | 0 |
| Nov 2018 | $101.1M | $0 | $101.1M | 1 | 0 |
| Jul 2018 | $0 | $0 | $0 | 1 | 0 |
| Jun 2018 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$181.9M
Discretionary$0
Non-Disc.$181.9M
Employees2
Clients0
DateMar 2024
Total AUM$181.8M
Discretionary$0
Non-Disc.$181.8M
Employees2
Clients0
DateMar 2023
Total AUM$162.2M
Discretionary$0
Non-Disc.$162.2M
Employees1
Clients0
DateMar 2022
Total AUM$193.9M
Discretionary$0
Non-Disc.$193.9M
Employees1
Clients0
DateSep 2021
Total AUM$158.4M
Discretionary$0
Non-Disc.$158.4M
Employees1
Clients0
DateFeb 2021
Total AUM$158.4M
Discretionary$0
Non-Disc.$158.4M
Employees1
Clients0
DateFeb 2021
Total AUM$158.4M
Discretionary$0
Non-Disc.$158.4M
Employees1
Clients0
DateMay 2020
Total AUM$149.5M
Discretionary$0
Non-Disc.$149.5M
Employees1
Clients0
DateMar 2020
Total AUM$149.5M
Discretionary$0
Non-Disc.$149.5M
Employees1
Clients0
DateMar 2019
Total AUM$111.7M
Discretionary$0
Non-Disc.$111.7M
Employees1
Clients0
DateNov 2018
Total AUM$101.1M
Discretionary$0
Non-Disc.$101.1M
Employees1
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0