Wealth manager, independent · Oakville, Ontario, Canada
NPW Inc.
SEC-registered investment adviser · CRD 310288 · SEC 801-122148
At a glance
NPW Inc. is an SEC-registered investment adviser based in Oakville, Ontario, Canada, with $536,000 in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is individuals. By Form ADV it is a wealth manager, ranked 8,847th of 8,915 wealth managers and 16,464th of 17,210 SEC-registered advisers by assets.
Main office 888-845-9980As filed on Form ADV
- Regulatory AUM
- $1M
- Rank among wealth managers
- #8,847 of 8,915
- Rank among all SEC RIAs
- #16,464 of 17,210
- Clients
- 0
- Accounts
- 2
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Elie NourTrustee of Nour Family Trust
- Elie NourChief Executive Officer
- Samantha L. PatricksonDirector, Operations
- Igor ChapkisChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
NPW Inc. is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Nour Private Wealth Inc..
- Nour Private Wealth Inc.
Its Form ADV brochure (filed March 2026) names Nour Private Wealth as the broker-dealer its advisers are registered with.
Item 10 - Other Financial Industry Activities and Affiliations As explained under “Fees and Compensation” above, some of our Advisors are also associated with Nour Private Wealth Inc. and Nour Insurance Services Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | – | $1M | 100% |
Disciplinary disclosures
NPW Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on NPW Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 43 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does NPW Inc. manage?
NPW Inc. reports $536,000 in regulatory assets under management across 2 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is NPW Inc.?
NPW Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are NPW Inc.’s clients?
By assets, its largest client types are individuals ($536,000).
Does NPW Inc. have any disciplinary history?
NPW Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is NPW Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →