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Q WEALTH USA INC.

TORONTO, ONTARIO, Canada · CRD 334008 · IAPD ↗ · 1-833-793-2584

$0Regulatory AUM
11Advisory reps
16Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

42
October 2026 — Q WEALTH USA INC. grew from 4 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
March 2026 — Q WEALTH USA INC. grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
April 2025 — Q WEALTH USA INC. (TORONTO, 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.