Firm profile

Wealhouse Capital Limited Partnership

TORONTO, ONTARIO, CanadaCRD 282931Registration Status: ApprovedEffective since April 22, 2016SEC # 801-107684Latest ADV February 24, 2026

Wealhouse Capital Limited Partnership is an SEC registered investment adviser organized as a limited partnership with a primary office location in Toronto, Ontario, Canada. Its latest Form ADV filing, dated February 24, 2026, reports $1.6B in regulatory assets under management, 16 employees, 1 office, and 12 accounts.

Assets Under Management
$1.6B
Employees
16
Offices
1 office
Total Clients
10

Associated firm names

1 name listed
  • WEALHOUSE CAPITAL LIMITED PARTNERSHIP

Leadership

4 roles identified
CEOScott A. Morrison
CCOLydia S. Ching
COOLydia S. Ching

Advisory services offered

2 types reported
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees

Offices & Contact

Primary office

TORONTO, ONTARIO, Canada

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Canada

TORONTO, ONTARIOPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.6Bas of February 24, 2026
Discretionary100.0%
$1.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentHNWI represent 60.0% of total clients.
Top client categories% of clientsClients
1
HNWI
60.0%
6
2
Pooled Investment Vehicles
40.0%
4
Categories with <5 clients
Charitable Organizations<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.6B
Total Accounts12
10Y AUM Change+$963M (+144.9%)

Private Funds

Private funds reported by Wealhouse Capital Limited Partnership

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees16
Clients per Employee1:1
10Y Employee Change+8 (+100.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
2163167 ONTARIO LTDDirect owner · Schedule AInterest in WEALHOUSE CAPITAL LIMITED PARTNERSHIP
25% to < 50%
AMOLINO GROUP INC.Direct owner · Schedule AInterest in WEALHOUSE CAPITAL LIMITED PARTNERSHIP
25% to < 50%
D.K. CONSULTING LTD.Direct owner · Schedule AInterest in WEALHOUSE CAPITAL LIMITED PARTNERSHIP
5% to < 10%
WEALHOUSE MANAGEMENT GP INC.Direct owner · Schedule AInterest in WEALHOUSE CAPITAL LIMITED PARTNERSHIP
< 5%
2543748 ONTARIO LTD.Direct owner · Schedule AInterest in WEALHOUSE CAPITAL LIMITED PARTNERSHIP
< 5%
2859918 ONTARIO INC.Direct owner · Schedule AInterest in WEALHOUSE CAPITAL LIMITED PARTNERSHIP
< 5%
1000073701 ONTARIO INC.Direct owner · Schedule AInterest in WEALHOUSE CAPITAL LIMITED PARTNERSHIP
< 5%
1000439042 ONTARIO INC.Direct owner · Schedule AInterest in WEALHOUSE CAPITAL LIMITED PARTNERSHIP
< 5%
A MARCHESE ANALYTICS INC.Direct owner · Schedule AInterest in WEALHOUSE CAPITAL LIMITED PARTNERSHIP
< 5%
LABBAD HOLDINGS LIMITEDDirect owner · Schedule AInterest in WEALHOUSE CAPITAL LIMITED PARTNERSHIP
< 5%
SNAEFELL CONSULTING LIMITEDDirect owner · Schedule AInterest in WEALHOUSE CAPITAL LIMITED PARTNERSHIP
< 5%
1000564548 ONTARIO INC.Direct owner · Schedule AInterest in WEALHOUSE CAPITAL LIMITED PARTNERSHIP
< 5%
1000677933 ONTARIO INC.Direct owner · Schedule AInterest in WEALHOUSE CAPITAL LIMITED PARTNERSHIP
< 5%
1000678564 ONTARIO INC.Direct owner · Schedule AInterest in WEALHOUSE CAPITAL LIMITED PARTNERSHIP
< 5%
1000674455 ONTARIO INC.Direct owner · Schedule AInterest in WEALHOUSE CAPITAL LIMITED PARTNERSHIP
< 5%
1000681513 ONTARIO INC.Direct owner · Schedule AInterest in WEALHOUSE CAPITAL LIMITED PARTNERSHIP
< 5%
1001098106 ONTARIO INC.Direct owner · Schedule AInterest in WEALHOUSE CAPITAL LIMITED PARTNERSHIP
< 5%
SCOTT ANDREW MORRISONIndirect owner · Schedule BInterest in 2163167 ONTARIO LTD
75%+
JAMES LAURENCE BALSILLIEIndirect owner · Schedule BInterest in AMOLINO GROUP INC.
75%+
DENNIS GUSTAV KAVELMANIndirect owner · Schedule BInterest in D.K. CONSULTING LTD.
75%+
SCOTT ANDREW MORRISONIndirect owner · Schedule BInterest in 2543748 ONTARIO LTD.
75%+
THOMAS ALAN MOOREIndirect owner · Schedule BInterest in SNAEFELL CONSULTING LIMITED
75%+
LYDIA SUK-MAN CHINGIndirect owner · Schedule BInterest in 1000073701 ONTARIO INC.
75%+
CHLOE YOLANDE LEUNGIndirect owner · Schedule BInterest in 1000439042 ONTARIO INC.
75%+
ANDY MICHAEL MARCHESEIndirect owner · Schedule BInterest in A MARCHESE ANALYTICS INC.
75%+
ANDREW JAMES LABBADIndirect owner · Schedule BInterest in LABBAD HOLDINGS LIMITED
75%+
MICHAEL JEROME DOURAMAKOSIndirect owner · Schedule BInterest in 1000677933 ONTARIO INC.
75%+
CAILEY TAYLOR ALEXANDER-ORELLANAIndirect owner · Schedule BInterest in 1000678564 ONTARIO INC.
75%+
CYNTHIA CYN TING MOKIndirect owner · Schedule BInterest in 1000674455 ONTARIO INC.
75%+
FEI NMN GAOIndirect owner · Schedule BInterest in 1000681513 ONTARIO INC.
75%+
JUSTIN MARK ANISIndirect owner · Schedule BInterest in 2859918 ONTARIO INC.
75%+
Devon Nicholas MorrisonIndirect owner · Schedule BInterest in 1001098106 ONTARIO INC.
75%+
2543748 ONTARIO LTD.Indirect owner · Schedule BInterest in WEALHOUSE MANAGEMENT GP INC.
25% to < 50%
AMOLINO GROUP INC.Indirect owner · Schedule BInterest in WEALHOUSE MANAGEMENT GP INC.
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Wealhouse Capital Limited Partnership.

Reported ownership and control details

Form ADV · Filing date 2026-02-24 · Schedules A and B

37 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1WEALHOUSE MANAGEMENT GP INC.GENERAL PARTNERForeign entityWEALHOUSE CAPITAL LIMITED PARTNERSHIPLess than 5%Code NAYesGENERAL PARTNER03/2015Schedule APDF page 22
22163167 ONTARIO LTDLIMITED PARTNERForeign entityWEALHOUSE CAPITAL LIMITED PARTNERSHIP25% to less than 50%Code CYesLIMITED PARTNER02/2008Schedule APDF page 22
3AMOLINO GROUP INC.LIMITED PARTNERForeign entityWEALHOUSE CAPITAL LIMITED PARTNERSHIP25% to less than 50%Code CYesLIMITED PARTNER01/2011Schedule APDF page 22
4D.K. CONSULTING LTD.LIMITED PARTNERForeign entityWEALHOUSE CAPITAL LIMITED PARTNERSHIP5% to less than 10%Code ANoLIMITED PARTNER01/2011Schedule APDF page 22
5SCOTT ANDREW MORRISONCHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICERIndividualWEALHOUSE CAPITAL LIMITED PARTNERSHIPLess than 5%Code NAYesCHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER07/2008Schedule APDF page 22
6LYDIA SUK-MAN CHINGCHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICERIndividualWEALHOUSE CAPITAL LIMITED PARTNERSHIPLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER09/2011Schedule APDF page 22
7THOMAS ALAN MOORESVP CLIENT OPERATIONSIndividualWEALHOUSE CAPITAL LIMITED PARTNERSHIPLess than 5%Code NANoSVP CLIENT OPERATIONS05/2011Schedule APDF page 22
82543748 ONTARIO LTD.GENERAL PARTNERForeign entityWEALHOUSE CAPITAL LIMITED PARTNERSHIPLess than 5%Code NAYesGENERAL PARTNER12/2016Schedule APDF page 22
92859918 ONTARIO INC.LIMITED PARTNERForeign entityWEALHOUSE CAPITAL LIMITED PARTNERSHIPLess than 5%Code NANoLIMITED PARTNER12/2021Schedule APDF page 22
101000073701 ONTARIO INC.LIMITED PARTNERForeign entityWEALHOUSE CAPITAL LIMITED PARTNERSHIPLess than 5%Code NANoLIMITED PARTNER01/2022Schedule APDF page 22
111000439042 ONTARIO INC.LIMITED PARTNERForeign entityWEALHOUSE CAPITAL LIMITED PARTNERSHIPLess than 5%Code NANoLIMITED PARTNER02/2023Schedule APDF page 22
12A MARCHESE ANALYTICS INC.LIMITED PARTNERForeign entityWEALHOUSE CAPITAL LIMITED PARTNERSHIPLess than 5%Code NANoLIMITED PARTNER03/2023Schedule APDF page 22
13LABBAD HOLDINGS LIMITEDLIMITED PARTNERForeign entityWEALHOUSE CAPITAL LIMITED PARTNERSHIPLess than 5%Code NANoLIMITED PARTNER04/2023Schedule APDF page 22
14SNAEFELL CONSULTING LIMITEDLIMITED PARTNERForeign entityWEALHOUSE CAPITAL LIMITED PARTNERSHIPLess than 5%Code NANoLIMITED PARTNER04/2023Schedule APDF page 22
151000564548 ONTARIO INC.LIMITED PARTNERForeign entityWEALHOUSE CAPITAL LIMITED PARTNERSHIPLess than 5%Code NANoLIMITED PARTNER07/2023Schedule APDF page 22
161000677933 ONTARIO INC.LIMITED PARTNERForeign entityWEALHOUSE CAPITAL LIMITED PARTNERSHIPLess than 5%Code NANoLIMITED PARTNER11/2023Schedule APDF page 22
171000678564 ONTARIO INC.LIMITED PARTNERForeign entityWEALHOUSE CAPITAL LIMITED PARTNERSHIPLess than 5%Code NANoLIMITED PARTNER11/2023Schedule APDF page 22
181000674455 ONTARIO INC.LIMITED PARTNERForeign entityWEALHOUSE CAPITAL LIMITED PARTNERSHIPLess than 5%Code NANoLIMITED PARTNER11/2023Schedule APDF page 22
191000681513 ONTARIO INC.LIMITED PARTNERForeign entityWEALHOUSE CAPITAL LIMITED PARTNERSHIPLess than 5%Code NANoLIMITED PARTNER11/2023Schedule APDF page 22
201001098106 ONTARIO INC.LIMITED PARTNERForeign entityWEALHOUSE CAPITAL LIMITED PARTNERSHIPLess than 5%Code NANoLIMITED PARTNER01/2025Schedule APDF page 22
21SCOTT ANDREW MORRISONMEMBERIndividual2163167 ONTARIO LTD75% or moreCode EYesMEMBER02/2008Schedule BPDF page 23
22JAMES LAURENCE BALSILLIESHAREHOLDERIndividualAMOLINO GROUP INC.75% or moreCode EYesSHAREHOLDER07/2015Schedule BPDF page 23
23DENNIS GUSTAV KAVELMANMEMBERIndividualD.K. CONSULTING LTD.75% or moreCode EYesMEMBER01/2011Schedule BPDF page 23
242543748 ONTARIO LTD.SHAREHOLDERForeign entityWEALHOUSE MANAGEMENT GP INC.25% to less than 50%Code CYesSHAREHOLDER03/2017Schedule BPDF page 23
25AMOLINO GROUP INC.SHAREHOLDERForeign entityWEALHOUSE MANAGEMENT GP INC.25% to less than 50%Code CYesSHAREHOLDER07/2015Schedule BPDF page 23
26SCOTT ANDREW MORRISONMEMBERIndividual2543748 ONTARIO LTD.75% or moreCode EYesMEMBER12/2016Schedule BPDF page 23
27THOMAS ALAN MOOREMEMBERIndividualSNAEFELL CONSULTING LIMITED75% or moreCode EYesMEMBER04/2023Schedule BPDF page 23
28LYDIA SUK-MAN CHINGSHAREHOLDERIndividual1000073701 ONTARIO INC.75% or moreCode EYesSHAREHOLDER01/2022Schedule BPDF page 23
29CHLOE YOLANDE LEUNGSHAREHOLDERIndividual1000439042 ONTARIO INC.75% or moreCode EYesSHAREHOLDER02/2023Schedule BPDF page 23
30ANDY MICHAEL MARCHESESHAREHOLDERIndividualA MARCHESE ANALYTICS INC.75% or moreCode EYesSHAREHOLDER03/2023Schedule BPDF page 23
31ANDREW JAMES LABBADMEMBERIndividualLABBAD HOLDINGS LIMITED75% or moreCode EYesMEMBER04/2023Schedule BPDF page 23
32MICHAEL JEROME DOURAMAKOSSHAREHOLDERIndividual1000677933 ONTARIO INC.75% or moreCode EYesSHAREHOLDER11/2023Schedule BPDF page 23
33CAILEY TAYLOR ALEXANDER-ORELLANASHAREHOLDERIndividual1000678564 ONTARIO INC.75% or moreCode EYesSHAREHOLDER11/2023Schedule BPDF page 23
34CYNTHIA CYN TING MOKSHAREHOLDERIndividual1000674455 ONTARIO INC.75% or moreCode EYesSHAREHOLDER11/2023Schedule BPDF page 23
35FEI NMN GAOSHAREHOLDERIndividual1000681513 ONTARIO INC.75% or moreCode EYesSHAREHOLDER11/2023Schedule BPDF page 23
36JUSTIN MARK ANISSHAREHOLDERIndividual2859918 ONTARIO INC.75% or moreCode EYesSHAREHOLDER12/2021Schedule BPDF page 23
37Devon Nicholas MorrisonSHAREHOLDERIndividual1001098106 ONTARIO INC.75% or moreCode EYesSHAREHOLDER01/2025Schedule BPDF page 23

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 2/24/2026 4:12:21 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.