Investment adviser · CRD 337557
GINSLER WEALTH MANAGEMENT INC.
Investment adviser filing (IA)
TORONTO, ONTARIO, Canada · Form ADV filed Nov 21, 2025
- Regulatory AUM
- $216M Form ADV · Item 5.F
- Client accounts
- 257 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| Corporations & businesses | 60 | $147,500,000 | 68.4% |
| High-net-worth individuals | 68 | $63,700,000 | 29.6% |
| Individuals | 24 | $4,300,000 | 2.0% |
Filing source
Form ADV 2029412 · Nov 21, 2025 · 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: Nov 21, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets · Performance-based
Principal office
225A MACPHERSON AVENUE, SUITE 200TORONTO, ONTARIO, M4V 1A1, Canada
CRD 337557
Filing source
Form ADV 2029412 · Nov 21, 2025 · 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.