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WEALHOUSE CAPITAL LIMITED PARTNERSHIP

Advisory

N·TORONTO, ONTARIO

Data as of Feb 24, 2026 · Source: SEC Form ADV

Total AUM
$1.6B
1-Year AUM Growth
+21.8%
3-Year CAGR
+30.1%
Employees
5
Assets Under Management
Total AUM$1.6B
Discretionary AUM$1.6B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees5
Investment Advisers16
Employee Growth (1Y)—
Filing History
Total Filings on Record11
First FilingApr 6, 2016
Latest FilingFeb 24, 2026
🔒 Full AUM trend chart and 11 historical filings spanning 10+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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