Wealth House Capital Inc.

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
9
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 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

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
  • Marjorie Wang

    Marjorie Wang

    CEO & CCOCRD 6897024

  • Yuzhen Chen

    Yuzhen Chen

    COO & Wealth ManagerCRD 5626131

Contacts

3 of 7
  • Scott Wang

    Scott Wang

    InternCRD 7794226

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Bo Wang

    Bo Wang

    Founder and Wealth ManagerCRD 2394019

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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