Withum Capital, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Whippany, New Jersey
CRD number
323214
Registered since
July 5, 2023

Firm profile

FINTRX

Overview

Withum Capital, LLC is organized as a limited liability company and registered with the SEC as an investment adviser in 2023. The firm’s ownership is recorded as a combination of a domestic entity and an individual, and the adviser is categorized in the source data as “unclassified.” The registry flags indicate it is not designated as a capital allocator, it does not identify as an active ESG investor, and it is not listed as a multistate adviser, pension consultant, or related adviser. The firm has not provided descriptive detail about its advisory services, client segments, fee schedules, or investment approach in the available dataset. That absence of disclosed operating details limits visibility into target clients, portfolio construction methods, or specific product use.

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

Contacts

3 of 4
  • Michael Rasin

    Michael Rasin

    AssociateCRD 8018503

  • Samuel Fleischman

    Samuel Fleischman

    Senior Compliance ProfessionalCRD 1860709

  • Kimberly Ryan

    Kimberly Ryan

    CCOCRD 4316310

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Whippany, NJ

Morris

Location

Whippany, NJ

Headquartered in Whippany, 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
Morris
Address
200 Jefferson Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth