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WEALHOUSE CAPITAL LIMITED PARTNERSHIP
CRD 282931File 801-107684
APPROVED
Retail clients
Filing as of Feb 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.63B
Top 25% of cohort (national)
Discretionary AUM
$1.63B
Clients
10
12 accounts
Employees
16
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Apr 22, 2016
- Principal office
- 161 BAY STREET, SUITE 3950, TORONTO, ONTARIO, M5J 2S1
- Phone
- 416-644-1190
- Website
- HTTP://WEALHOUSE.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.63B
- Discretionary AUM
- $1.63B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 12
- Non-discretionary accounts
- 0
- Total accounts
- 12
- AUM per client
- $162.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $83.8M |
| High net worth individuals | 6 | $984.1M |
| Pooled investment vehicles | 4 | $560.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 17 | 16 | decreased by1 |
| Mar 1, 2026 | Clients | 9 | 10 | increased by1 |
| Mar 1, 2026 | AUM | $1,656,069,000 | $1,628,041,384 | decreased by$28,027,616 |
| Mar 1, 2026 | Accounts | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 17 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $835,600,000 | $1,656,069,000 | increased by$820,469,000 |
| Mar 1, 2022 | Employees | 11 | 12 | increased by1 |
| Mar 1, 2022 | Clients | 10 | 9 | decreased by1 |
| Mar 1, 2022 | AUM | $721,302,723 | $835,600,000 | increased by$114,297,277 |
| Mar 1, 2022 | Accounts | 12 | 11 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEALHOUSE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALHOUSE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.