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 appears in SEC records with a 2023 registration year. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as unclassified in the dataset and the profile provides minimal detail about its core advisory services or target client segments. Regulatory and operational flags in the record indicate Withum Capital, LLC is not identified as a capital allocator, an active ESG investor, a pension consultant, a multi-state adviser, or a related adviser. The dataset does not supply a breakdown of fee arrangements, business activities, or advisory specialties.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

    Supervisory PrincipalCRD 1860709

  • Kimberly Ryan

    Kimberly Ryan

    CCOCRD 4316310

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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