Wealth House Capital Inc.
Firm details
- Headquarters
- Livingston, New Jersey
- CRD number
- 323088
- Registered since
- January 11, 2024
- Website
- wealth-house.com
Firm profile
FINTRXOverview
Wealth House Capital Inc. is organized as a corporation and is recorded as having registered with the SEC in 2024. Ownership is held by an individual. The firm is classified as "Unclassified" in the available dataset and is not identified as a capital allocator. It does not flag itself as an active ESG investor and is not listed as a multi-state adviser, a pension consultant, or a related adviser. The firm is also marked as not being a newly formed adviser despite the recent SEC registration year.
Assets & Accounts
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
2 of 2
Yuzhen Chen
COO & Wealth ManagerCRD 5626131
Marjorie Wang
CEO & CCOCRD 6897024
Contacts
3 of 8
Leonard Bangug
Registered RepresentativeCRD 5113311
Daniel Beaton
FinOpCRD 4240769
Bo Wang
Founder and Wealth ManagerCRD 2394019
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Livingston, NJ
Essex
Location
Livingston, NJ
Headquartered in Livingston, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Essex
- Address
- 17 Canoe Brook Dr
- Time zone
- ET (UTC-5)
- Office locations
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