Sartorial Wealth Inc.

RIASEC RegisteredEst. 2024

Total AUM

$130M

Discretionary

$130M

100% of AUM

Avg account

$436K

Accounts

299

Employees

Advisory reps

Firm details

Headquarters: Mississauga Ontario,
CRD number: 329971
Registered since: September 12, 2024
Website: sartorialwealth.com
Custodians: RAYMOND JAMES (CANADA), INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals61.5%
HNWI32.61%
Corporations / Businesses5.89%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sartorial Wealth Inc. is an independent, SEC-registered advisory corporation (registered in 2024) owned by an individual and serving both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. Compensation is a mix of percentage-of-AUM fees and fixed fees. Sartorial identifies as an active ESG investor and does not act as a capital allocator—alternative exposures are implemented through external managers rather than proprietary funds.