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DORCHESTER WEALTH MANAGEMENT COMPANY

MONTREAL, QUEBEC, Canada · CRD 221519 · IAPD ↗ · 514-861-5841

$1.31BRegulatory AUM
11Advisory reps
12Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

35
April 2025 — DORCHESTER WEALTH MANAGEMENT COMPANY (MONTREAL, QUEBEC, Canada) left the SEC roster (was $1.31B RAUM, 11 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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