Lorne Steinberg Wealth Management Inc.
● SEC registered since 2018CRD 290262SEC# 801-113179Montreal, Quebec
Reg. AUM
$814.4M
Employees
16
Accounts
2,586
Location
Montreal, Quebec
Lorne Steinberg Wealth Management Inc. assets under management
Lorne Steinberg Wealth Management Inc. operates as an SEC-registered investment adviser based in Montreal, Quebec. The firm has been registered since 2018. It reports $814.4 million in regulatory assets under management and employs 16 people.
Lorne Steinberg Wealth Management Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Geoffrey Smith Control | Chief Compliance Officer | Under 5% | 2010 |
| Liam Alexander Card Control | President | 10-25% | 2025 |
| Lorne Steinberg Control | Chief Executive Officer | 50-75% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Lorne Steinberg Wealth Management Inc. manage?
Lorne Steinberg Wealth Management Inc. reports $814.4 million in regulatory assets under management on its Form ADV.
How many employees does Lorne Steinberg Wealth Management Inc. have?
Lorne Steinberg Wealth Management Inc. reports 16 employees.
Where is Lorne Steinberg Wealth Management Inc. located?
Lorne Steinberg Wealth Management Inc. is based in Montreal, Quebec and has been SEC-registered since 2018.
Does Lorne Steinberg Wealth Management Inc. disclose fund performance?
Lorne Steinberg Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1000 de la Gauchetiere St W, Suite 3310, Montreal, Quebec H3B 4W5 |
| Phone | 514-876-9888 |
| Fax | 514-876-9888 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | HQ |
| CIK | 1851362 |
| Discloses disciplinary history | No |
Regulatory AUM
$814.4M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$814.4Mregulatory AUM
Discretionary $814.4M