Cardinal Point Wealth Management is an SEC registered investment adviser with a primary office location in Toronto, ON. Its latest Form ADV filing, dated April 21, 2026, reports $4.8B in regulatory assets under management, 56 employees, 3 offices, and 8,857 accounts.
Assets Under Management
$4.8B
Employees
56
Offices
3 offices
Total Clients
2,387
Primary office
TORONTO, ON
3280 BLOOR STREET WEST, CENTRE TOWER, SUITE 500, TORONTO, ON, Canada
Top client segmentHNWI represent 47.5% of total clients.
Top client categories% of clientsClients
1
HNWI
47.5%
1,134
2
Individuals
43.6%
1,041
3
Corporations
8.2%
195
4
Charitable
0.7%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.8Bas of April 21, 2026
Discretionary99.6%
$4.8B
100% of total RAUM99.6%
Non-discretionary0.4%
$21M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.8B
Total Accounts8,857
10Y AUM Change+$4.6B (+2581.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees56
Clients per Employee43:1
10Y Employee Change+45 (+409.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.