MONTREAL, QUEBECCRD 290262Latest ADV March 27, 2026
Lorne Steinberg Wealth Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Montreal, Quebec. Its latest Form ADV filing, dated March 27, 2026, reports $814M in regulatory assets under management, 16 employees, 2 offices, and 2,586 accounts.
Assets Under Management
$814M
Employees
16
Offices
2 offices
Total Clients
1,047
Primary office
MONTREAL, QUEBEC
1000 DE LA GAUCHETIERE ST W, SUITE 3310, MONTREAL, QUEBEC, Canada
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.7% of total clients.
Top client categories% of clientsClients
1
Individuals
70.7%
740
2
HNWI
29.0%
304
3
Pooled Investment Vehicles
0.3%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$814Mas of March 27, 2026
Discretionary100.0%
$814M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$814M
Total Accounts2,586
10Y AUM Change+$442M (+118.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee65:1
10Y Employee Change+6 (+60.0%)
* 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.