Wealhouse Capital Limited Partnership

Wealhouse Capital Limited Partnership (CRD# 282931) is a financial advisory firm headquartered in Toronto, Ontario, . They manage $728,122,765 in 11 accounts and serve the financial needs of clients across 0 states (or territories).

Current Firm Details
401 Bay Street, Suite 2404, Toronto, Ontario, M5H 2
http://wealhouse.com/
By the Numbers
  • Total Assets Under Management
    728
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $66,192,979
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

Financial Advisors at Wealhouse Capital Limited Partnership
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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