{
  "crd_number": 167608,
  "slug": "turn8-private-wealth-inc-pointe-claire-167608",
  "primary_business_name": "TURN8 PRIVATE WEALTH INC.",
  "legal_name": "TURN8 PRIVATE WEALTH INC.",
  "dbas": [],
  "city": "Pointe Claire",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-07-24",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-05-29",
  "carried_forward": false,
  "raum_total": 349991473.0,
  "raum_discretionary": 349991473.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 4777013.0,
      "count": 159
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 63183660.0,
      "count": 129
    },
    "pooled_investment_vehicles": {
      "raum": 282030800.0,
      "count": 5
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "periodicals_newsletters",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/turn8wealth?originalSubdomain=ca",
    "https://turn8privatewealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167608",
  "city_as_filed": "POINTE CLAIRE",
  "url": "https://advisorcensus.com/firm/turn8-private-wealth-inc-pointe-claire-167608",
  "display_name": "TURN8 Private Wealth Inc.",
  "summary": "TURN8 Private Wealth Inc. is an SEC-registered investment advisory firm in Pointe Claire, Canada, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 29, 2026.",
  "citation": "AdvisorCensus. TURN8 Private Wealth Inc. (CRD 167608): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is TURN8 Private Wealth Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), TURN8 Private Wealth Inc. reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "What does TURN8 Private Wealth Inc.'s brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated May 29, 2026 states: Up to $500,000: 1.25% a year; $500,001 to $1,000,000: 0.85% a year; $1,000,001 to $2,000,000: 0.65% a year; $2,000,001 to $5,000,000: 0.5% a year; $5,000,001 to $10,000,000: 0.35% a year; Above $10,000,001: 0.3% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is TURN8 Private Wealth Inc. located?",
      "a": "TURN8 Private Wealth Inc.'s principal office is in Pointe Claire, Canada, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is TURN8 Private Wealth Inc. registered with the SEC or a state?",
      "a": "TURN8 Private Wealth Inc. is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167608."
    },
    {
      "q": "How much does TURN8 Private Wealth Inc. manage?",
      "a": "TURN8 Private Wealth Inc. reports $349,991,473 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have TURN8 Private Wealth Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for TURN8 Private Wealth Inc.: Regulatory assets under management: $218,495,816 in the October 2021 data and $349,991,473 in the October 2026 data, up 60%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does TURN8 Private Wealth Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (159); high net worth individuals (129); pooled investment vehicles (other than investment companies and business development companies) (5)."
    },
    {
      "q": "Which custodians does TURN8 Private Wealth Inc. use?",
      "a": "TURN8 Private Wealth Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Bank Independent Network as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does TURN8 Private Wealth Inc. report any disciplinary disclosures?",
      "a": "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/167608"
    },
    {
      "q": "Does TURN8 Private Wealth Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 29, 2026 says: \"There is no account minimum.\""
    },
    {
      "q": "What changed in TURN8 Private Wealth Inc.'s recent Form ADV filings?",
      "a": "In the June 2026 filing data: Regulatory assets under management went from $283,344,610 to $349,991,473 (+24%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 218495816.0,
      "total_employees": 4,
      "filing_date": "2021-06-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 238061251.0,
      "total_employees": 8,
      "filing_date": "2022-06-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 220321498.0,
      "total_employees": 8,
      "filing_date": "2023-07-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 259726080.0,
      "total_employees": 6,
      "filing_date": "2024-08-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 283344610.0,
      "total_employees": 5,
      "filing_date": "2025-06-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 349991473.0,
      "total_employees": 6,
      "filing_date": "2026-05-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Regulatory assets under management went from $283,344,610 to $349,991,473 (+24%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 29, 2026",
    "tiers": [
      {
        "band": "Up to $500,000",
        "rate": "1.25%"
      },
      {
        "band": "$500,001 to $1,000,000",
        "rate": "0.85%"
      },
      {
        "band": "$1,000,001 to $2,000,000",
        "rate": "0.65%"
      },
      {
        "band": "$2,000,001 to $5,000,000",
        "rate": "0.5%"
      },
      {
        "band": "$5,000,001 to $10,000,000",
        "rate": "0.35%"
      },
      {
        "band": "Above $10,000,001",
        "rate": "0.3%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $500,000: 1.25% a year",
          "$500,001 to $1,000,000: 0.85% a year",
          "$1,000,001 to $2,000,000: 0.65% a year",
          "$2,000,001 to $5,000,000: 0.5% a year",
          "$5,000,001 to $10,000,000: 0.35% a year",
          "Above $10,000,001: 0.3% a year"
        ],
        "quotes": [
          "Total Assets Under Management Annual Fee First $500,000 1.25% $500,001 – $1,000,000 0.85% $1,000,001 – $2,000,000 0.65% $2,000,001 – $5,000,000 0.50% $5,000,001 – $10,000,000 0.35% Greater than $10,000,000 0.30%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum."
        ]
      }
    ],
    "quotes": [
      "Total Assets Under Management Annual Fee First $500,000 1.25% $500,001 – $1,000,000 0.85% $1,000,001 – $2,000,000 0.65% $2,000,001 – $5,000,000 0.50% $5,000,001 – $10,000,000 0.35% Greater than $10,000,000 0.30%",
      "There is no account minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Bank Independent Network",
      "name_as_filed": "NATIONAL BANK INDEPENDENT NETWORK",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/turn8-private-wealth-inc-pointe-claire-167608.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 159,
      "fewer_than_5": false,
      "raum": 4777013.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 129,
      "fewer_than_5": false,
      "raum": 63183660.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 282030800.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167608",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}