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LORNE STEINBERG WEALTH MANAGEMENT INC.
CRD 290262File 801-113179
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 993 | 1,047 | increased by54 |
| Apr 1, 2026 | AUM | $654,135,405 | $814,354,377 | increased by$160,218,972 |
| Apr 1, 2026 | Accounts | 2,229 | 2,586 | increased by357 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 16 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 837 | 993 | increased by156 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $577,713,153 | $654,135,405 | increased by$76,422,252 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 838 | 2,229 | increased by1,391 |
| Apr 1, 2022 | Clients | 808 | 837 | increased by29 |
| Apr 1, 2022 | AUM | $465,614,000 | $577,713,153 | increased by$112,099,153 |
| Apr 1, 2022 | Accounts | 805 | 838 | increased by33 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LORNE STEINBERG” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LORNE STEINBERG” 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.