North American Wealth Advisors Inc.
SEC RegisteredA Cup of Coffee and a Second Opinion
About the firm
North American Wealth Advisors is an independent advisory firm committed to helping clients make smart decisions about their wealth. They provide personalized strategies that take into account all aspects of a client's financial life, offering guidance, clarity of thought, and expertise to help clients gain confidence in a more secure financial future.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial strategies, investment planning, guidance, counseling, monitoring, discipline, and a Second Opinion Service, with a comprehensive approach to enhancing the security of clients' accumulated wealth.
Who they serve
Clients seeking help with their accumulated wealth during their lifetimes and beyond, including those interested in a Second Opinion Service regarding their financial situation.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 41 | $9.4M |
| High Net Worth Individuals | 26 | $51M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. North American Wealth Advisors Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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