NUMA
SEC RegisteredOne Name. One Legend. Many Technologies.
About the firm
Numa Americas Corp. ("Numa") is a U.S. SEC-registered investment adviser providing investment advisory and financial planning services under the applicable U.S. regulatory framework. The company utilizes sophisticated quantitative tools, including machine learning and artificial intelligence, to support its advisory services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Advisory, Wealth Management, Wealth Planning, Tax & Accounting Advisory, Investment Research & Strategy, and Institutional Investment Advisory
Who they serve
Individuals, families, entities, family offices, and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 36 | $8.6M |
| High Net Worth Individuals | 24 | $184M |
Leadership
Office locations
Regulatory & compliance
Data as of February 19, 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. NUMA 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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