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MARNOA PRIVATE WEALTH COUNSEL LTD.

WATERLOO,ONTARIO, Canada · CRD 332639 · IAPD ↗ · 519-707-0048

$19.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

37
April 2025 — MARNOA PRIVATE WEALTH COUNSEL LTD. grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
November 2024 — MARNOA PRIVATE WEALTH COUNSEL LTD. (WATERLOO,ONTARIO, Canada) is newly SEC-registered with $0 RAUM and 1 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.