Wallachbeth Capital LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
47
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
147853
Registered since
November 21, 2008

Firm profile

FINTRX

Overview

Wallachbeth Capital LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm is SEC-registered (initial registration in 2008) and is described as being owned by a combination of a domestic entity and an individual. The snapshot provided does not specify the firm's client base, fee schedule, business lines, or advisory activities. The firm does not identify as a capital allocator, does not report active ESG investing, and is not listed as a multi-state adviser in the available profile.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Eric Schweitzer

    Eric Schweitzer

    Chief Compliance OfficerCRD 1036891

  • Michael Wallach

    CEOCRD 2376092

  • David Beth

    David Beth

    President, COOCRD 2470494

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Contacts

3 of 43
  • James Dovico

    Sales TraderCRD 1247217

  • Peter Arianas

    Peter Arianas

    Senior Equity Derivatives BrokerCRD 1603497

  • Michael Mccoy

    Managing DirectorCRD 1856493

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
1001 W Yamato Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth