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SARTORIAL WEALTH INC.

MISSISSAUGA, ONTARIO, Canada · CRD 329971 · IAPD ↗ · 647-368-6816

$130.4MRegulatory AUM
3Advisory reps
8Employees
0Clients
11-25Planning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

36
April 2026 — SARTORIAL WEALTH INC. reported RAUM up 58% ($82.5M -> $130.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
20
December 2025 — SARTORIAL WEALTH INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
December 2025 — SARTORIAL WEALTH INC. reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
10
March 2025 — SARTORIAL WEALTH INC. filed an Item 4A succession naming SARTORIAL WEALTH INC. (CRD 329971) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
25
March 2025 — SARTORIAL WEALTH (USA) INC. is now doing business as SARTORIAL WEALTH INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
65
October 2024 — SARTORIAL WEALTH (USA) INC. (MISSISSAUGA, ONTARIO, Canada) is newly SEC-registered with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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