AdvisorCensus / Financial advisors / Sartorial Wealth Inc.
Sartorial Wealth Inc. is an SEC-registered investment advisory firm in Mississauga, Ontario, Canada, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.
Quick answers
From the filingHow is Sartorial Wealth Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Sartorial Wealth Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Sartorial Wealth Inc. charge?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $1,000,000: 1.5% a year; $1,000,000 to $4,999,999: 1% a year; $5,000,000 to $9,999,999: 0.9% a year; $10,000,000 to $14,999,999: 0.7% a year; $15,000,000 to $24,999,999: 0.5% a year; Above $24,999,999: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Sartorial Wealth Inc. located?
Sartorial Wealth Inc.'s principal office is in Mississauga, Ontario, Canada, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Sartorial Wealth Inc. registered with the SEC or a state?
Sartorial Wealth Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329971.
How much does Sartorial Wealth Inc. manage?
Sartorial Wealth Inc. reports $130,411,192 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).
How have Sartorial Wealth Inc.'s assets and staff changed since 2024?
In the Form ADV data for Sartorial Wealth Inc.: Total employees: 5 in October 2024 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Sartorial Wealth Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (275); high net worth individuals (18); corporations or other businesses not listed above (6).
Which custodians does Sartorial Wealth Inc. use?
Sartorial Wealth Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC and Raymond James (Canada) as custodians holding 10% or more of its separately managed account assets.
Does Sartorial Wealth 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/329971
Does Sartorial Wealth Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The Firm has a minimum investment account balance of $1,000,000. At our discretion, we may waive this minimum account size."
What changed in Sartorial Wealth Inc.'s recent Form ADV filings?
In the April 2026 filing data: No longer lists the business name Sartorial Wealth Inc. Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $82,519,495 to $130,411,192 (+58%). Updated its list of owners and control persons (Schedule A).
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
- Fixed fees (other than subscription fees)
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| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1.5% |
| $1,000,000 to $4,999,999 | 1% |
| $5,000,000 to $9,999,999 | 0.9% |
| $10,000,000 to $14,999,999 | 0.7% |
| $15,000,000 to $24,999,999 | 0.5% |
| Above $24,999,999 | See the brochure |
The brochure's wording
The Firm bases its fees on a percentage of assets under management per annum and implemented as follows: Account Size Fee (Annual Percentage) * $0 - $1,000,000 1.5% $1,000,000 - $4,999,999 1.0% $5,000,000 - $9,999,999 0.9% $10,000,000 - $14,999,999 0.7% $15,000,000 - $24,999,999 0.5% $25,000,000 + Negotiable
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The Firm has a minimum investment account balance of $1,000,000. At our discretion, we may waive this minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$130,411,192 as of October 2026, filing dated June 25, 2026.
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.DA 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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 8. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the July 2026 filing
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $130,411,192 | 8 | June 25, 2026 |
| October 2025 | Not reported | 5 | March 14, 2025 |
| October 2024 | Not reported | 5 | August 14, 2024 |
Total employees: 5 in October 2024 and 8 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- April 2026
- No longer lists the business name Sartorial Wealth Inc.
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $82,519,495 to $130,411,192 (+58%).
- Updated its list of owners and control persons (Schedule A).
- November 2025
- Added the business name Sartorial Wealth Inc.
- Added an office in Vancouver, Bc.
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.ISource: 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. Sartorial Wealth Inc. (CRD 329971): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/sartorial-wealth-inc-mississauga-ontario-329971