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LORNE STEINBERG WEALTH MANAGEMENT INC.

MONTREAL, QUEBEC, Canada · CRD 290262 · IAPD ↗ · 514-876-9888

$814.4MRegulatory AUM
11Advisory reps
16Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

15
April 2025 — LORNE STEINBERG WEALTH MANAGEMENT INC. notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
23
April 2025 — LORNE STEINBERG WEALTH MANAGEMENT INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
31
April 2024 — LORNE STEINBERG WEALTH MANAGEMENT INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
40
April 2024 — LORNE STEINBERG WEALTH MANAGEMENT INC. crossed $500M in regulatory AUM ($489.0M -> $592.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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