Overview
Assets Under Management: $1.7 billion
High-Net-Worth Clients: 6
Average Client Assets: $155 million
Frequently Asked Questions
WEALHOUSE CAPITAL LIMITED PARTNERSHIP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282931), WEALHOUSE CAPITAL LIMITED PARTNERSHIP is subject to fiduciary duty under federal law.
WEALHOUSE CAPITAL LIMITED PARTNERSHIP serves 6 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, WEALHOUSE CAPITAL LIMITED PARTNERSHIP offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
WEALHOUSE CAPITAL LIMITED PARTNERSHIP manages $1.7 billion in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, WEALHOUSE CAPITAL LIMITED PARTNERSHIP serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.25
Average High-Net-Worth Client Assets: $155 million
Total Client Accounts: 11
Discretionary Accounts: 11
Regulatory Filings
CRD Number: 282931
Last Filing Date: 2025-02-20 00:00:00
Website: https://wealhouse.com