Wallachbeth Capital LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 147853
- Registered since
- November 21, 2008
- Website
- wallachbeth.com
Firm profile
FINTRXOverview
Wallachbeth Capital LLC is organized as a limited liability company and has been SEC-registered since 2008. FINTRX classifies the firm as an investment bank. Ownership is identified as a combination of a domestic entity and an individual. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor. FINTRX also indicates Wallachbeth is not a multi-state adviser, not newly formed, and is not identified as a pension consultant or related adviser. The available records provide limited detail on specific advisory or business lines. There is no disclosure of fee schedules, client segments, or the firm’s typical investment mandates, so its primary market role appears to be more aligned with investment banking activities than with operating as a traditional registered investment adviser managing client portfolios.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Eric Schweitzer
Chief Compliance OfficerCRD 1036891
Michael Wallach
CEOCRD 2376092

David Beth
President, COOCRD 2470494
Contacts
3 of 42James Dovico
Sales TraderCRD 1247217

Peter Arianas
Senior Equity Derivatives BrokerCRD 1603497
Michael Mccoy
Managing DirectorCRD 1856493
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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