Wealth House Capital Inc.

Broker-DealerFINRA MemberEst. 2024
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 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

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