Director · Natwealth Management
Patrick Boilard
CRD 7622132 · Named on Form ADV at one SEC-registered adviser
At a glance
Natwealth Management, an SEC-registered wealth manager based in Montreal, Canada with $115 million in regulatory assets, lists Patrick Boilard on its Form ADV as Director, a control person.
Firms and roles
- Natwealth ManagementDirectorWealth manager · Montreal, Canada · $115M in regulatory assets
AtlasMembers
Patrick’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (10)
- Jonathan DurocherChief Executive Officer and President, Natwealth Management
- Lise DupontChief Operating Officer, Natwealth Management
- Jean-Francois ByetteDirector, Natwealth Management
- Stephane FontainePresident of the Board, Natwealth Management
- Sebastien ReneChief Financial Officer, Natwealth Management
5 more people named with Patrick on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.