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Q Wealth USA Inc.

Toronto, Ontario, CanadaSEC-registered investment adviserCRD 334008

Filed as Q WEALTH USA INC.

Q Wealth USA Inc. is an SEC-registered investment advisory firm in Toronto, Ontario, Canada, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.

1 year
registered since 2025
$0
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Q Wealth USA Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Q Wealth USA Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is Q Wealth USA Inc. located?

Q Wealth USA Inc.'s principal office is in Toronto, Ontario, Canada, according to its Form ADV.

Is Q Wealth USA Inc. registered with the SEC or a state?

Q Wealth USA Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334008.

How much does Q Wealth USA Inc. manage?

Q Wealth USA Inc. reports $0 in regulatory assets under management in its Form ADV filing dated September 23, 2026.

How have Q Wealth USA Inc.'s assets and staff changed since 2025?

In the Form ADV data for Q Wealth USA Inc.: Regulatory assets under management: $0 in the October 2025 data and $0 in the October 2026 data. Total employees: 4 in October 2025 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

Does Q Wealth USA Inc. report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334008

What changed in Q Wealth USA Inc.'s recent Form ADV filings?

In the October 2026 filing data: Employees performing advisory functions went from 4 to 11.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated July 7, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$0

$0 as of October 2026, filing dated September 23, 2026.

Discretionary: $0.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D

Not reported.

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2025 (1 year)
Employees
Total: 16. Performing investment advisory functions: 11.
Wrap fee program participation
No.
States registered or notice-filed
Not reported.

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$0 2025 $0 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$016September 23, 2026
October 2025$04March 6, 2025

Regulatory assets under management: $0 in the October 2025 data and $0 in the October 2026 data.

Total employees: 4 in October 2025 and 16 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. October 2026
    • Employees performing advisory functions went from 4 to 11.
  2. July 2026
    • Updated its list of owners and control persons (Schedule A).
  3. March 2026
    • Employees performing advisory functions went from 1 to 4.
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Q Wealth USA Inc. (CRD 334008): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/q-wealth-usa-inc-toronto-ontario-334008