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 was registered with the SEC in 2024. The firm is owned by an individual and is classified in the source data as "unclassified" rather than under a standard adviser subtype. The profile indicates the firm is not a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The source provides very limited operational detail: there are no entries for client segmentation, fee arrangements, declared business activities, or advisory specializations. The firm has not supplied information about affiliations or industry activities in the provided record.
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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