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| Keyboard |
| Ginsler Wealth Management Inc
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|---|---|
| CRD # | 337557 |
| SEC # | 801-134482 |
| CIK # | |
| AUM | 215.5 M (2025-11-21) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 416-635-7159 |
| Address | 225A Macpherson Avenue Toronto Ontario, Canada |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 4.3 |
| (b) Individuals (high net worth individuals) | 68 | 63.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 60 | 147.5 |
| (n) Other | 0 | 0.0 |
| Total | 257 | 215.5 |
| By Discretionary | ||
| Discretionary | 241 | 167.0 |
| Non-Discretionary | 16 | 48.5 |
| Total | 257 | 215.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 214.9 | |
| United States Persons | 0.6 | |
| Total | 257 | 215.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
| LEI | 25490091QJSJ3I9PWU70 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Strategic Retirement Advisors LLC
✚
|
CA | 216.9 M |
|
Marrick Wealth LLC
✚
|
CA | 215.6 M |
|
Providence Financial and Insurance Services Inc
✚
|
CA | 215.0 M |
|
Caitlin John LLC
✚
|
MI | 214.9 M |
|
Eastsound Capital Advisors LLC
✚
|
214.6 M | |
|
Boomfish Wealth Group LLC
✚
|
GA | 214.4 M |
|
4Thought Financial Group Inc
✚
|
NY | 214.3 M |
|
Continuity Wealth Management Corp
✚
|
OR | 214.3 M |
|
IFS Advisors LLC
✚
|
KS | 213.8 M |
|
A4 Wealth Advisors LLC
✚
|
NC | 213.7 M |