AUMdb
QW

Q Wealth Usa Inc.

SEC-registered Investment Adviser · Boutique (under $100M) CRD 334008 · SEC file 801-132341 · Toronto, Ontario
☆ Save with Pro ADV data as of Jul 07, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
Avg AUM / client
Accounts
0
Employees
8

AUM over time

$0 $0
Mar 6, 2025 Jul 7, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 07, 2026

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/07/2026 856 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.

View current Form ADV (SEC/IAPD) ↗