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CARDINAL POINT WEALTH MANAGEMENT

TORONTO, ON, Canada · CRD 140619 · IAPD ↗ · edmontonfinancialplanner.ca · 866-213-2036

$4.81BRegulatory AUM
24Advisory reps
56Employees
0Clients
0Planning clients
0Private funds
26States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

1
April 2026 — CARDINAL POINT WEALTH MANAGEMENT changed its website from sportsmgt.cardinalpointwealth.com to edmontonfinancialplanner.ca.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
17
April 2026 — CARDINAL POINT WEALTH MANAGEMENT notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
17
December 2025 — CARDINAL POINT WEALTH MANAGEMENT notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
December 2025 — CARDINAL POINT WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
December 2025 — CARDINAL POINT WEALTH MANAGEMENT reported RAUM up 77% ($2.25B -> $3.98B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
December 2025 — CARDINAL POINT WEALTH MANAGEMENT grew from 18 to 24 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
1
July 2025 — CARDINAL POINT WEALTH MANAGEMENT changed its website from cardinalpoint-capital.com to sportsmgt.cardinalpointwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
1
April 2025 — CARDINAL POINT WEALTH MANAGEMENT changed its website from canadausfinancialplanning.com to cardinalpoint-capital.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
43
December 2024 — CARDINAL POINT WEALTH MANAGEMENT reported RAUM up 69% ($1.58B -> $2.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
July 2024 — CARDINAL POINT WEALTH MANAGEMENT notice-filed in CT, GA, MA, MD, MN, NY, OH, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
April 2024 — CARDINAL POINT CAPITAL MANAGEMENT, ULC is now doing business as CARDINAL POINT WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
17
February 2024 — CARDINAL POINT CAPITAL MANAGEMENT, ULC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.