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LORNE STEINBERG WEALTH MANAGEMENT INC.
CRD 290262File 801-113179
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$814.4M
Above cohort median (national)
Discretionary AUM
$814.4M
Clients
1,047
2,586 accounts
Employees
16
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 7, 2018
- Principal office
- 1000 DE LA GAUCHETIERE ST W, SUITE 3310, MONTREAL, QUEBEC, H3B 4W5
- Phone
- 514-876-9888
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $814.4M
- Discretionary AUM
- $814.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,586
- Non-discretionary accounts
- 0
- Total accounts
- 2,586
- AUM per client
- $778K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $495K |
| High net worth individuals | 304 | $400.5M |
| Pooled investment vehicles | 3 | $376.0M |
| Individuals (other than high net worth individuals) | 740 | $37.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.