Ia Private Wealth (USA) Inc.

CRD 322127 · Toronto, Ontario · $135.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 322127
SEC number: 801-126039
Firm type: RIA
Assets under management: $135.1M as of Mar 26, 2026
Website: iaprivatewealthusa.com ↗
Phone: 1-855-999-2081
Address: 26 Wellington St. East Suite 700, Toronto, Ontario, M5E 1S2

Advisors at this firm

10 in our index · page 1 of 1

Edward Joseph BalcewichCRD 7978096 · Winnipeg

IA Registered
Katherine Mary DickieCRD 7955702 · Toronto, Ontario

IA Registered
John Francis KitcherCRD 8029850 · Ottawa

IA Registered
Naveen KumarCRD 8035913 · Mississauga

IA Registered
Josef Anthony George MacekCRD 7816114 · Winnipeg

IA Registered
Bryan MuirCRD 8141511 · Calgary

IA Registered
Joseph PullanoCRD 8208520 · Toronto

IA Registered
Ryan Patrick SmillieCRD 8257584 · Vancouver

IA Registered
Matthew StillerCRD 8212091 · Stratford

IA Registered
Ryan TannahillCRD 8165340 · Winnipeg

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 322127 ↗ FINRA BrokerCheck record for firm CRD 322127 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.