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 appears in FINTRX as an SEC-registered adviser with a registration year of 2024. The firm is listed as owned by an individual and is classified as "Unclassified" in the snapshot data. The record indicates the firm does not operate as a capital allocator, does not identify as an active ESG investor, and is not flagged as a pension consultant or related adviser. FINTRX does not supply details on the firm's advisory activities, fee model, target client segments, or specific investment preferences.
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 2Marjorie Wang
CEO & CCOCRD 6897024
Yuzhen Chen
COO & Wealth ManagerCRD 5626131
Contacts
3 of 7Scott 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
Similar firms
WOLF A. POPPER, INC.
Broker-DealerLIVINGSTON, NJ
CAVU SECURITIES LLC
Broker-DealerRED BANK, NJ
SUMRIDGE PARTNERS, LLC
Broker-DealerJERSEY CITY, NJ
BCG SECURITIES, INC.
Broker-DealerCHERRY HILL, NJ
ESSEX SECURITIES LLC
Broker-DealerJERSEY CITY, NJ
NATIONWIDE PLANNING ASSOCIATES INC.
Broker-DealerFAIR LAWN, NJ