Investment adviser · CRD 140619
CARDINAL POINT WEALTH MANAGEMENT
Investment adviser filing (IA)
CARDINAL POINT CAPITAL MANAGEMENT, ULC
TORONTO, ON, Canada · Form ADV filed Apr 21, 2026
- Regulatory AUM
- $4.81B Form ADV · Item 5.F
- Client accounts
- 8,857 Accounts, not individual clients
- Employees
- 56 Reported in this filing
- Advisory professionals
- 24 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,134 | $3,643,135,077 | 75.8% |
| Corporations & businesses | 195 | $570,524,065 | 11.9% |
| Individuals | 1,041 | $529,377,335 | 11.0% |
| Charities | 17 | $65,260,190 | 1.4% |
Filing source
Form ADV 2096946 · Apr 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3280 BLOOR STREET WEST, CENTRE TOWER, SUITE 500TORONTO, ON, M8X 2X3, Canada
CRD 140619
Filing source
Form ADV 2096946 · Apr 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.