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Ia Private Wealth (Usa) Inc. CRD 322127
$135M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
26 Wellington St. East Suite 700, Toronto, Ontario M5E 1S2 • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coffee Culture Cafe And Eatery | Brandon | 01/2015 | 07/2017 | |
| Save-On-Foods | Kelowna | 10/2017 | 07/2018 | |
| Wood Lake Rv Park | Lake Country | 05/2019 | 10/2022 | |
| Turtle Bay Crossing Liquor Merchants | Lake Country | 06/2021 | 11/2022 | |
| Ia Private Wealth | Winnipeg | 06/2024 | Present | |
| Full Time Education | Kelowna | 08/2018 | 05/2019 | |
| Full Time Education | Kelowna | 11/2022 | 08/2023 | |
| Unemployed | Kelowna | 08/2023 | 06/2024 |
iA Private Wealth Inc. ("IAPW"), A registered investment dealer with CIRO, is the Canadian Affiliate and sister company to iA Private Wealth (USA) Inc. The business is investment related. Ryan Tannahill is located at 238 Portage Avenue, 3rd Floor, Winnipeg, Manitoba, R3C 0B1 Canada and has been employed since 06/2024. He is a full-time agent and his title with IAPW is 'Associate Investment Advisor." He devotes 160 hours a month to this business during Business and Trading House. His Job duties include sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-15 |
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