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 a limited liability company that has been SEC-registered since 2008 and is classified as an investment bank. Ownership is listed as a domestic entity and individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It also does not appear as a multi-state or newly formed adviser, nor as a pension consultant or related adviser. Public disclosures provide minimal detail about the firm’s advisory activities, client segments, fee schedule or specific business lines. The available data suggests the entity operates within investment-banking activity rather than presenting a typical registered-adviser asset-management 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

  • Seung Cheol Oh

    CFO/FINOPCRD 4632040

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Contacts

3 of 43
  • Scott Saunders

    Scott Saunders

    Managing Director, Institutional ETF Execution & TradingCRD 2970973

  • Aayush Chitnis

    Aayush Chitnis

    AssociateCRD 7898148

  • Benjamin Feins

    Sales TraderCRD 4905010

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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

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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