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TURN8 PRIVATE WEALTH INC.
CRD 167608File 801-78315
APPROVED
Retail clients
Filing as of May 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$350.0M
Below cohort median (national)
Discretionary AUM
$350.0M
Clients
293
1,123 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jul 24, 2013
- Principal office
- 277 LAKESHORE RD., SUITE 2, POINTE CLAIRE, H9S 4L2
- Phone
- (514) 600-1466
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $350.0M
- Discretionary AUM
- $350.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,123
- Non-discretionary accounts
- 0
- Total accounts
- 1,123
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 129 | $63.2M |
| Pooled investment vehicles | 5 | $282.0M |
| Individuals (other than high net worth individuals) | 159 | $4.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SUBADVISOR FEES
- A percentage of assets under your management
Advisory activities
- Publications
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 5 | 6 | increased by1 |
| Jun 1, 2026 | Clients | 280 | 293 | increased by13 |
| Jun 1, 2026 | AUM | $283,344,610 | $349,991,473 | increased by$66,646,863 |
| Jun 1, 2026 | Accounts | 1,219 | 1,123 | decreased by96 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 6 | 5 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 271 | 280 | increased by9 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $259,726,080 | $283,344,610 | increased by$23,618,530 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,143 | 1,219 | increased by76 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 6 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 252 | 271 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $238,061,251 | $259,726,080 | increased by$21,664,829 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 963 | 1,143 | increased by180 |
| Jul 1, 2022 | Employees | 4 | 8 | increased by4 |
| Jul 1, 2022 | Clients | 238 | 252 | increased by14 |
| Jul 1, 2022 | AUM | $218,495,816 | $238,061,251 | increased by$19,565,435 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TURN8 PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TURN8 PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.