Wealth House Capital Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
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 organized as a corporation with individual ownership. Public data on its advisory mandate and service mix is limited: the firm is classified as "Unclassified" in the snapshot record and it does not present itself as a capital allocator or an active ESG investor. Other profile flags indicate it is not identified as a multi-state adviser, not a pension consultant, and not listed as a related adviser to another firm. Key operational details such as fee arrangements, client segments, specific advisory activities and investment preferences are not disclosed in the available record. That opacity makes it difficult to characterize the firm's target clientele or investment approach from the data provided.

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

2 of 2
  • Yuzhen Chen

    Yuzhen Chen

    COO & Wealth ManagerCRD 5626131

  • Marjorie Wang

    Marjorie Wang

    CEO & CCOCRD 6897024

Contacts

3 of 8
  • Leonard Bangug

    Leonard Bangug

    Registered RepresentativeCRD 5113311

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Bo Wang

    Bo Wang

    Founder and Wealth ManagerCRD 2394019

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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