Investment adviser · CRD 290262
LORNE STEINBERG WEALTH MANAGEMENT INC.
Investment adviser filing (IA)
MONTREAL, QUEBEC, Canada · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $814M Form ADV · Item 5.F
- Client accounts
- 2,586 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 11 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 | 304 | $400,538,451 | 49.2% |
| Pooled investment vehicles | 3 | $375,994,000 | 46.2% |
| Individuals | 740 | $37,327,320 | 4.6% |
| Charities | Fewer than 5 | $494,606 | 0.1% |
Filing source
Form ADV 2077633 · Mar 27, 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: Mar 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
1000 DE LA GAUCHETIERE ST W, SUITE 3310MONTREAL, QUEBEC, H3B 4W5, Canada
CRD 290262
Filing source
Form ADV 2077633 · Mar 27, 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.