{
  "crd_number": 282931,
  "slug": "wealhouse-capital-limited-partnership-toronto-ontario-282931",
  "primary_business_name": "WEALHOUSE CAPITAL LIMITED PARTNERSHIP",
  "legal_name": "WEALHOUSE CAPITAL LIMITED PARTNERSHIP",
  "dbas": [],
  "city": "Toronto, Ontario",
  "state": null,
  "country": "Canada",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-04-22",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-02-24",
  "carried_forward": false,
  "raum_total": 1628041384.0,
  "raum_discretionary": 1628041384.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 16,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 83757297.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 984098124.0,
      "count": 6
    },
    "pooled_investment_vehicles": {
      "raum": 560185963.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://ca.linkedin.com/company/wealhouse",
    "https://wealhouse.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282931",
  "city_as_filed": "TORONTO, ONTARIO",
  "url": "https://advisorcensus.com/firm/wealhouse-capital-limited-partnership-toronto-ontario-282931",
  "display_name": "Wealhouse Capital Limited Partnership",
  "summary": "Wealhouse Capital Limited Partnership is an SEC-registered investment advisory firm in Toronto, Ontario, Canada, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 24, 2026.",
  "citation": "AdvisorCensus. Wealhouse Capital Limited Partnership (CRD 282931): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Wealhouse Capital Limited Partnership compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealhouse Capital Limited Partnership reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Wealhouse Capital Limited Partnership charge?",
      "a": "Its Form ADV Part 2A brochure dated February 24, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Wealhouse Capital Limited Partnership located?",
      "a": "Wealhouse Capital Limited Partnership's principal office is in Toronto, Ontario, Canada, according to its Form ADV."
    },
    {
      "q": "Is Wealhouse Capital Limited Partnership registered with the SEC or a state?",
      "a": "Wealhouse Capital Limited Partnership is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282931."
    },
    {
      "q": "How much does Wealhouse Capital Limited Partnership manage?",
      "a": "Wealhouse Capital Limited Partnership reports $1,628,041,384 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Wealhouse Capital Limited Partnership's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wealhouse Capital Limited Partnership: Regulatory assets under management: $721,302,723 in the October 2021 data and $1,628,041,384 in the October 2026 data, up 126%. Total employees: 11 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wealhouse Capital Limited Partnership serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (6); pooled investment vehicles (other than investment companies and business development companies) (4)."
    },
    {
      "q": "Which custodians does Wealhouse Capital Limited Partnership use?",
      "a": "Wealhouse Capital Limited Partnership's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley & Co. LLC and TD Securities Inc as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wealhouse Capital Limited Partnership report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282931"
    },
    {
      "q": "Does Wealhouse Capital Limited Partnership state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 24, 2026 says: \"The minimum initial account size for Managed Accounts will be USD 1,000,000. This requirement may be waived or modified at the discretion of Wealhouse.\""
    },
    {
      "q": "What changed in Wealhouse Capital Limited Partnership's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 6 to 5. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 721302723.0,
      "total_employees": 11,
      "filing_date": "2021-02-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 835600000.0,
      "total_employees": 12,
      "filing_date": "2022-02-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1304417213.0,
      "total_employees": 14,
      "filing_date": "2023-02-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1588648489.0,
      "total_employees": 20,
      "filing_date": "2024-02-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1656069000.0,
      "total_employees": 17,
      "filing_date": "2025-02-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1628041384.0,
      "total_employees": 16,
      "filing_date": "2026-02-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 5.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "2% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 2% of assets a year"
        ],
        "quotes": [
          "Management fees, typically 2.00% per annum, are payable monthly in arrears and are calculated as a percentage of the net asset value of each Managed Account as at the last day of the preceding month."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum initial account size for Managed Accounts will be USD 1,000,000. This requirement may be waived or modified at the discretion of Wealhouse."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 2.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Management fees, typically 2.00% per annum, are payable monthly in arrears and are calculated as a percentage of the net asset value of each Managed Account as at the last day of the preceding month.",
      "The minimum initial account size for Managed Accounts will be USD 1,000,000. This requirement may be waived or modified at the discretion of Wealhouse."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Morgan Stanley & Co. LLC",
      "name_as_filed": "MORGAN STANLEY & CO. LLC",
      "affiliated": false
    },
    {
      "name": "TD Securities Inc",
      "name_as_filed": "TD SECURITIES INC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/wealhouse-capital-limited-partnership-toronto-ontario-282931.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 6,
      "fewer_than_5": false,
      "raum": 984098124.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 560185963.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 83757297.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282931",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}