TORONTO, ONTARIOCRD 282931Latest 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. Its latest Form ADV filing, dated February 24, 2026, reports $1.6B in regulatory assets under management, 16 employees, and 12 accounts.
Assets Under Management
$1.6B
Employees
16
Offices
--
Total Clients
10
Primary office
TORONTO, ONTARIO
161 BAY STREET, SUITE 3950, TORONTO, ONTARIO, Canada
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
Sources checked May 17, 2026
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
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.
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%)
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%)
* 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.