# North American Wealth Advisors

North American Wealth Advisors is a Bank / Wealth / Trust based in Jordan, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Jordan, United States
- **Region:** North America
- **Address:** Jordan, MN, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** nawadvisor.com

## Regulatory record

- **CRD number:** 297057
- **SEC file number:** 801-113619
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297057

## About

North American Wealth Advisors launched in 2018 as a Minnesota-registered investment adviser, filing as a non-discretionary RIA that counsels individuals, high-net-worth families and pooled investment vehicles. The firm's Form ADV describes a planning-centric model — retirement planning, investment planning, and wealth management delivered on a strictly advisory basis — with all trading authority retained by the client. This structure limits the firm's operational complexity but also caps its ability to negotiate institutional execution terms on behalf of the families it advises. The firm's deployment footprint is consultative, not transactional. NAW Advisor recommends across public equities, fixed income and pooled vehicles, but asset-class mix and manager selection are implemented by clients through separately managed accounts or self-directed brokerage platforms. No direct co-investment programs, SPV access, or proprietary fund structures are disclosed in public filings. The firm's geographic concentration mirrors its location: the southwest Minneapolis exurbs, a pocket of old-line industrial wealth and agricultural family capital that rarely appears in coastal allocator databases. Jordan, Minnesota sits 35 miles southwest of Minneapolis, placing NAW Advisor among hundreds of Midwestern RIAs that manage sub-$300M books concentrated in retirement assets, farmland-sale proceeds and closely held business liquidity events. The firm discloses no satellite offices, no affiliated broker-dealer relationship and no adjacent philanthropic vehicle — a deliberately narrow operational profile that keeps regulatory overhead low. What distinguishes NAW Advisor from a generic RIA is less its strategy than its structural smallness: a single-office, non-discretionary firm serving a rural-adjacent market with no institutional co-investor relationships, no fund commitments and no public institutional track record.

## Questions

### Does NAW Advisor take discretionary control of client portfolios?

No. The firm's regulatory filings consistently describe a non-discretionary model — it provides investment recommendations, retirement planning and wealth-management advice, but clients retain full trading authority and execute all transactions themselves. This limits the firm's ability to negotiate institutional pricing or aggregate orders across client accounts.

### Does NAW Advisor manage pooled investment vehicles or proprietary funds?

No proprietary fund structures are disclosed in public filings. The firm advises pooled investment vehicles as a non-discretionary consultant, but does not sponsor or manage any commingled funds, interval funds, or private placement vehicles.

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Last updated: 2026-08-11T02:43:31.692Z

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