Natwealth Management

Overview

Natwealth Management is a small independent advisory firm that emphasizes equity-based portfolio management for individuals, families and select institutional clients. The firm operates on a fee model tied to assets under management and conducts discretionary portfolio management across most of its client relationships. Its investment posture favors liquid, exchange-traded securities as the core allocation while supplementing portfolios with third‑party alternative fund managers to access private markets, hedge strategies and real estate exposure. Natwealth Management is registered with the SEC (since 2020) and reports ownership that includes both an individual and a foreign entity. The firm does not identify as an ESG investor. Natwealth’s regulatory and industry affiliations extend beyond typical RIA activity: filings list relationships with broker‑dealers, a registered security‑based swap dealer, banking or thrift institutions, trust companies and insurance companies. Those connections suggest the firm can route clients to a range of custody, lending, trust and insurance solutions and can access structured or bank-originated products when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices