|
⚲
|
| Keyboard |
| Sartorial Wealth Inc
✚
|
|
|---|---|
| CRD # | 329971 |
| SEC # | 801-131096 |
| CIK # | |
| AUM | 130.4 M (2026-06-25) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 647-368-6816 |
| Address | 5600 Matheson Blvd W Mississauga 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) | 275 | 80.2 |
| (b) Individuals (high net worth individuals) | 18 | 42.5 |
| (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 | 6 | 7.7 |
| (n) Other | 0 | 0.0 |
| Total | 299 | 130.4 |
| By Discretionary | ||
| Discretionary | 299 | 130.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 299 | 130.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 100.4 | |
| United States Persons | 30.0 | |
| Total | 299 | 130.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mench Financial Inc
✚
|
OH | 130.6 M |
|
Agemy Wealth Advisors LLC
✚
|
CO | 130.5 M |
|
JCN Financial & Tax Advisory Group LLC
✚
|
LA | 130.5 M |
|
Equilibria Wealth Management LLC
✚
|
TX | 130.4 M |
|
Altamira Financial Group LLC
✚
|
NM | 130.3 M |
|
The Sherry Group Inc
✚
|
AR | 130.3 M |
|
Peakvalley Wealth LLC
✚
|
VA | 130.3 M |
|
Alliance of Wealth Advisors LLC
✚
|
SD | 130.2 M |
|
Arbus Capital Management LLC
✚
|
130.2 M | |
|
Solist Wealth LLC
✚
|
FL | 130.1 M |