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Building 2WEALHOUSE CAPITAL LIMITED PARTNERSHIP

Map pinTORONTO, ONTARIO
Phone416-644-1190
NotebookSEC #801-107684
Total AUM
$1.6B
Employees
16
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
161 BAY STREET
SUITE 3950
TORONTO, ONTARIO
M5J 2S1
Canada
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
416-644-1190

ReceiptFinancials

Total AUM
$1.6B
Accounts
12
Discretionary
$1.6B
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
6
AUM
$984.1M
Pooled Vehicle Clients
4
AUM
$560.2M
Charitable Organization Clients
1
AUM
$83.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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