SARTORIAL WEALTH INC.

CRD 329971 · SEC 801-131096

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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5-600 MATHESON BLVD W, MISSISSAUGA, ONTARIO, L5R 4B8, Canada

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$130.4M

Discretionary AUM

$130.4M

Team

8 total employees; 3 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	275	$80.2M
High net worth individuals	18	$42.5M
Corporations/business entities	6	$7.7M

All web addresses on file

Official SEC filing: View on IAPD