Turn8 Private Wealth Inc.
Turn8 Private Wealth Inc. is an SEC-registered wealth manager in Pointe Claire with $350.0M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Turn8 Private Wealth Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167608, SEC 801-78315, data through 2026-05-29.
- AUM (assets under management / regulatory AUM)
- $350.0M (2026-05-29)
- Firm type
- Wealth Manager
- Location
- Pointe Claire
- Employees
- 6
- Clients
- 293
- CRD
- 167608
- Ownership
- Havill, Robert, Thomas Lindsay; THE CSM TRUST; FIDUCIE SBDM; MCFADZEAN, CRAIG, STUART; Guest, Patrick, Oliver
How much AUM does Turn8 Private Wealth Inc. have?
Turn8 Private Wealth Inc. reported $350.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-29).
Who owns Turn8 Private Wealth Inc.?
Disclosed owners and executives of Turn8 Private Wealth Inc. include Havill, Robert, Thomas Lindsay, THE CSM TRUST, FIDUCIE SBDM, MCFADZEAN, CRAIG, STUART, Guest, Patrick, Oliver. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.