Wealth House Capital Inc.

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Livingston, New Jersey
CRD number
323088
Registered since
January 11, 2024

Firm profile

FINTRX

Overview

Wealth House Capital Inc. is recorded as a corporation and was registered with the SEC in 2024. The firm is owned by an individual and is categorized in the data as "Unclassified." The FINTRX snapshot flags the adviser as not functioning as a capital allocator and not identifying itself as an active ESG investor. Additional status flags indicate it is not listed as a multi-state adviser, not a pension consultant, and not a related adviser. FINTRX does not provide descriptions of the firm's client segments, advisory activities, fee schedule, or other business lines in the available record. That limits visibility into target clients, service model, and investment mandate from public FINTRX data alone.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Marjorie Wang

    Marjorie Wang

    CEO & CCOCRD 6897024

  • Yuzhen Chen

    Yuzhen Chen

    COO & Wealth ManagerCRD 5626131

Contacts

3 of 7
  • Scott Wang

    Scott Wang

    InternCRD 7794226

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Bo Wang

    Bo Wang

    Founder and Wealth ManagerCRD 2394019

Unlock 4 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth