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WEALHOUSE CAPITAL LIMITED PARTNERSHIP

TORONTO, ONTARIO, Canada · CRD 282931 · IAPD ↗ · wealhouse.com · 416-644-1190

$1.63BRegulatory AUM
5Advisory reps
16Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

43
March 2024 — WEALHOUSE CAPITAL LIMITED PARTNERSHIP grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.