Key facts
- CARDINAL POINT WEALTH MANAGEMENT is a other based in TORONTO, ON, Canada.
- CARDINAL POINT WEALTH MANAGEMENT reports $3.2B in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 140619- Regulatory AUM
- $3.2B
- Private fund assets
- —
- Private funds
- —
- Staff
- 56
- Registered office
- TORONTO, ON
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CARDINAL POINT CAPITAL MANAGEMENT, ULC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CARDINAL POINT WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CARDINAL POINT WEALTH MANAGEMENT's AUM?
- CARDINAL POINT WEALTH MANAGEMENT manages approximately $3.2B in assets.