← Back to searchVisit website
CARDINAL POINT WEALTH MANAGEMENT
CARDINAL POINT CAPITAL MANAGEMENT, ULC
CRD 140619 · SEC 801-66719
3280 BLOOR STREET WEST, CENTRE TOWER, SUITE 500, TORONTO, ON, AZ, M8X 2X3, Canada
Phone
866-213-2036
Fax
416-849-4842
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.81B
Discretionary AUM
$4.79B
Team
56 total employees; 24 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
Org form
Other (specify)
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersFINANCIAL CONSULTING SERVICES, TAX PREPARATION AND COMPLIANCE; CREDIT & CASH MGMT SOLUTIONS; INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1041 | $529.4M |
| High net worth individuals | 1134 | $3.64B |
| Charitable organizations | 17 | $65.3M |
| Corporations/business entities | 195 | $570.5M |
States served
AZ, CA, CO, GA, IL, MD, MA, MI, MN, NE, NV, NJ, NY, NC, OH, PA, SC, TN, VA, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- https://www.linkedin.com/company/cardinal-point-wealth-management
- http://www.cardinalpoint-capital.com
- https://crossborderadvisor.com
- https://cardinalpointwealtharizona.com
- https://www.calgaryfinancialplanner.ca
- https://cardinalpointwealthtexas.com
- https://www.linkedin.com/company/focus-financial-partners
- https://canadianexpatsinscottsdale.com
- https://americanexpatsintoronto.com
- https://canadianexpatsinorangecounty.com
- https://calgaryfinancialplanner.ca
- https://cardinalpointprivatewealth.com/
- https://www.tiktok.com/@cardinal.point.wm?is_from_webapp=1&sender_device=pc
- https://www.instagram.com/cardinal.point.wealth.mgmt?igsh=MTJsNW4xdWI0YW4w
- https://twitter.com/focusfinancial
- https://www.edmontonfinancialplanner.ca
- https://www.youtube.com/channel/UCUytLGeHfZr2Ke5iR7u6cLg
- https://cardinalpointwealthflorida.com
- https://focusfinancialpartners.com
- https://cardinalpointwealthcalifornia.com
- https://canadaustaxplanning.com
- https://canadianexpatsinhouston.com/
- https://www.facebook.com/cardinalpointwealth
- https://canadausfinancialplanning.com
- https://twitter.com/cardinalpointwm
- https://americanexpatsinvancouver.com/
- https://cardinalpointwealth.com
- https://www.linkedin.com/company/2064318/
Official SEC filing: View on IAPD