AUMdb

Wealhouse Capital Limited Partnership

SEC-registered Wealth Manager · Mid-sized ($1B–$10B) CRD 282931 · SEC file 801-107684 · Toronto, Ontario · WEALHOUSE.COM
☆ Save with Pro ADV data as of Feb 24, 2026
Regulatory AUM
$1.6B
Discretionary
$1.6B
Clients
10
Avg AUM / client
$163M
Accounts
12
Employees
16

AUM over time

$626M $1.7B
Apr 2016 Nov 2025

Annual snapshots from Form ADV filings · as of Feb 24, 2026

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 6 $984M 60.4%
Pooled investment vehicles (non-investment companies) 4 $560M 34.4%
Charitable organizations Fewer than 5 clients $83.8M 5.14%

People (14)

NameRole / titleCredentialsWith firm sinceOwnership
Morrison, Scott, Andrew Chief Executive Officer / Chief Investment Officer Feb 2008 (19y) ≈ 18.75% – 50% via 2163167 Ontario Ltd
Kavelman, Dennis, Gustav Member Jan 2011 (16y) ≈ 3.75% – 10% via D.K. Consulting Ltd.
Moore, Thomas, Alan Svp Client Operations May 2011 (15y) ≈ 0% – 5% via Snaefell Consulting Limited
Ching, Lydia, Suk Man Chief Compliance Officer / Chief Operating Officer Sep 2011 (15y) ≈ 0% – 5% via 1000073701 Ontario Inc.
Balsillie, James, Laurence Shareholder Jul 2015 (11y) ≈ 18.75% – 50% via Amolino Group Inc.
Anis, Justin, Mark Shareholder Dec 2021 (5y) ≈ 0% – 5% via 2859918 Ontario Inc.
Leung, Chloe, Yolanda Shareholder Feb 2023 (4y) ≈ 0% – 5% via 1000439042 Ontario Inc.
Marchese, Andy, Michael Shareholder Mar 2023 (3y) ≈ 0% – 5% via A Marchese Analytics Inc.
Labbad, Andrew, James Member Apr 2023 (3y) ≈ 0% – 5% via Labbad Holdings Limited
Hingorani, Vishal, Mohan Shareholder Jul 2023 (3y) ≈ 0% – 5% via 1000564548 Ontario Inc.
Alexander Orellana, Cailey, Taylor Shareholder Nov 2023 (3y) ≈ 0% – 5% via 1000678564 Ontario Inc.
Douramakos, Michael, Jerome Shareholder Nov 2023 (3y) ≈ 0% – 5% via 1000677933 Ontario Inc.
Gao, Fei, Nmn Shareholder Nov 2023 (3y) ≈ 0% – 5% via 1000681513 Ontario Inc.
Mok, Cynthia, Cyn Ting Shareholder Nov 2023 (3y) ≈ 0% – 5% via 1000674455 Ontario Inc.

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
2163167 Ontario Ltd Limited Partner Feb 2008 A 25% – 50%
Amolino Group Inc. Limited Partner Jan 2011 A 25% – 50%
D.K. Consulting Ltd. Limited Partner Jan 2011 A 5% – 10%
Wealhouse Management Gp Inc. General Partner Mar 2015 A Less than 5%
2543748 Ontario Ltd. General Partner Dec 2016 A Less than 5%
2859918 Ontario Inc. Limited Partner Dec 2021 A Less than 5%
1000073701 Ontario Inc. Limited Partner Jan 2022 A Less than 5%
1000439042 Ontario Inc. Limited Partner Feb 2023 A Less than 5%
A Marchese Analytics Inc. Limited Partner Mar 2023 A Less than 5%
Labbad Holdings Limited Limited Partner Apr 2023 A Less than 5%
Snaefell Consulting Limited Limited Partner Apr 2023 A Less than 5%
1000564548 Ontario Inc. Limited Partner Jul 2023 A Less than 5%
1000677933 Ontario Inc. Limited Partner Nov 2023 A Less than 5%
1000678564 Ontario Inc. Limited Partner Nov 2023 A Less than 5%
1000674455 Ontario Inc. Limited Partner Nov 2023 A Less than 5%
1000681513 Ontario Inc. Limited Partner Nov 2023 A Less than 5%
2543748 Ontario Ltd. Shareholder Mar 2017 B ≈ 0% – 2.5% via Wealhouse Management Gp Inc.
Amolino Group Inc. Shareholder Jul 2015 B ≈ 0% – 2.5% via Wealhouse Management Gp Inc.

Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Morrison, Scott, Andrew: 75% – 100% of 2163167 Ontario Ltd × 25% – 50% direct ≈ 18.75% – 50% of the firm
  • Kavelman, Dennis, Gustav: 75% – 100% of D.K. Consulting Ltd. × 5% – 10% direct ≈ 3.75% – 10% of the firm
  • Moore, Thomas, Alan: 75% – 100% of Snaefell Consulting Limited × 0% – 5% direct ≈ 0% – 5% of the firm
  • Ching, Lydia, Suk Man: 75% – 100% of 1000073701 Ontario Inc. × 0% – 5% direct ≈ 0% – 5% of the firm
  • Balsillie, James, Laurence: 75% – 100% of Amolino Group Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
  • Anis, Justin, Mark: 75% – 100% of 2859918 Ontario Inc. × 0% – 5% direct ≈ 0% – 5% of the firm
  • Leung, Chloe, Yolanda: 75% – 100% of 1000439042 Ontario Inc. × 0% – 5% direct ≈ 0% – 5% of the firm
  • Marchese, Andy, Michael: 75% – 100% of A Marchese Analytics Inc. × 0% – 5% direct ≈ 0% – 5% of the firm
  • Labbad, Andrew, James: 75% – 100% of Labbad Holdings Limited × 0% – 5% direct ≈ 0% – 5% of the firm
  • Hingorani, Vishal, Mohan: 75% – 100% of 1000564548 Ontario Inc. × 0% – 5% direct ≈ 0% – 5% of the firm
  • Alexander Orellana, Cailey, Taylor: 75% – 100% of 1000678564 Ontario Inc. × 0% – 5% direct ≈ 0% – 5% of the firm
  • Douramakos, Michael, Jerome: 75% – 100% of 1000677933 Ontario Inc. × 0% – 5% direct ≈ 0% – 5% of the firm
  • Gao, Fei, Nmn: 75% – 100% of 1000681513 Ontario Inc. × 0% – 5% direct ≈ 0% – 5% of the firm
  • Mok, Cynthia, Cyn Ting: 75% – 100% of 1000674455 Ontario Inc. × 0% – 5% direct ≈ 0% – 5% of the firm
  • 2543748 Ontario Ltd.: 25% – 50% of Wealhouse Management Gp Inc. × 0% – 5% direct ≈ 0% – 2.5% of the firm
  • Amolino Group Inc.: 25% – 50% of Wealhouse Management Gp Inc. × 0% – 5% direct ≈ 0% – 2.5% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/24/2026 1.09 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Percentage of assets under management
  • • Performance-based fees

Services

  • • Portfolio management for individuals/small businesses
  • • Portfolio management for pooled investment vehicles

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 24, 2026.

View current Form ADV (SEC/IAPD) ↗