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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CASEY, JAMES, RICHARD | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, RICHARD | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, RICHARD | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, RICHARD | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, RICHARD | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, RICHARD | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, RICHARD | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, RICHARD | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, RICHARD | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, RICHARD | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, RICHARD | I | CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| CASEY, JAMES, RICHARD | I | CEO, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | E | Control |
| CASEY, JAMES, RICHARD | I | CEO, CHIEF COMPLIANCE OFFICER, SHAREHOLDER | E | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (2)
MN TX
Address
224 WATER STREETJORDAN, MN 55352
United States
Phone: (952) 492-3500