NPW Inc.

RIASEC RegisteredEst. 2021
Total AUM
$536K
Discretionary
$536K
100% of AUM
Avg account
$268K
Accounts
2
Employees
5
Advisory reps
3

Firm details

Headquarters
Oakville, Ontario,
CRD number
310288
Registered since
September 2, 2021
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

NPW Inc. is a small corporate registered investment adviser that provides discretionary portfolio management for both individuals/small businesses and for business or institutional clients. The firm is SEC-registered (since 2021) and reports an owner structure described as foreign entity | individual. NPW Inc. charges fees as a percentage of assets under management and lists no activity as a capital allocator. It identifies industry ties to a broker‑dealer and an insurance company, which align with the firm's use of annuities alongside more traditional investment products. NPW Inc. does not describe itself as an active ESG investor and is not designated as a multi‑state adviser. Investment activity to date is extremely limited in scale and concentrated in liquid holdings. The firm’s reported preference and current holding profile points to a cash-management posture rather than a diversified, multi-asset client platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Owners & executives

2 of 2
  • Igor Chapkis

    Chief Compliance OfficerCRD 8001565

  • Elie Nour

    Elie Nour

    Founder & CEOCRD 7289294

Contacts

1 of 1
  • Samantha Patrickson

    Samantha Patrickson

    Director of OperationsCRD 7804945

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Oakville, Ontario, null

Location

Oakville, Ontario, null

Headquartered in Oakville, Ontario, null.

Address
2845 Bristol Cir
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth