WATERLOO,ONTARIOCRD 332639Latest ADV March 17, 2026
Marnoa Private Wealth Counsel Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Waterloo, Ontario. Its latest Form ADV filing, dated March 17, 2026, reports $19M in regulatory assets under management, 3 employees, and 58 accounts.
Assets Under Management
$19M
Employees
3
Offices
--
Total Clients
59
Primary office
WATERLOO,ONTARIO
20 ERB STREET WEST, SUITE 1001A, WATERLOO,ONTARIO, Canada
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 86.4% of total clients.
Top client categories% of clientsClients
1
HNWI
86.4%
51
2
Individuals
13.6%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$19Mas of March 17, 2026
Discretionary100.0%
$19M
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$19M
Total Accounts58
10Y AUM Change+$19M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee20:1
10Y Employee Change+2 (+200.0%)
* 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.