Wealth House Capital Inc.
Firm details
- Headquarters
- Livingston, New Jersey
- CRD number
- 323088
- Registered since
- January 11, 2024
Firm profile
FINTRXOverview
Wealth House Capital Inc. is organized as a corporation and shows an SEC registration year of 2024. Ownership is listed as individual-held and the firm’s internal classification is recorded as unclassified. The firm reports that it does not operate as a capital allocator and does not identify as an active ESG investor. It is not designated as a multi-state adviser, not classified as a newly formed adviser, and is not listed as a pension consultant or related adviser. The firm did not supply granular details about its client base, fee structure, core business activities, or the specific advisory services it provides.
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
Marjorie Wang
CEO & CCOCRD 6897024

Yuzhen Chen
COO & Wealth ManagerCRD 5626131
Contacts
3 of 7
Scott Wang
InternCRD 7794226

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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