# LORNE STEINBERG WEALTH MANAGEMENT INC.

LORNE STEINBERG WEALTH MANAGEMENT INC. of MONTREAL, QUEBEC is an SEC-registered investment adviser.

## Registration

- CRD: 290262
- Type: SEC-registered investment adviser
- SEC file number: 801-113179
- Location: 1000 DE LA GAUCHETIERE ST W, SUITE 3310, MONTREAL, QUEBEC, H3B 4W5
- Phone: 514-876-9888
- Latest filing: 2026-03-27
- Regulatory AUM: $814.4M
- Discretionary AUM: $814.4M
- Clients: 16
- Accounts: 2,586

## Business model

- Compensation: % of AUM, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Geoffrey Smith | CHIEF COMPLIANCE OFFICER | Palo Alto, CA |
| Lorne Steinberg | CHIEF EXECUTIVE OFFICER; PRESIDENT; TRUSTEE | — |
| Liam Alexander Card | PRESIDENT | — |
| STEINBERG LORNE | PRESIDENT | — |
| Smith Geoffrey | CHIEF COMPLIANCE OFFICER | — |
| Geoffrey Thomas Smith | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290262/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290262/similar
- Related entities: https://search.stillhousedata.com/firm/290262/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290262

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.