Withum Capital, LLC

Broker-DealerFINRA Member
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

FINTRX lists Withum Capital, LLC as a limited liability company owned by a domestic entity and an individual. The firm's public profile is sparse: it is categorized as "Unclassified" and the record does not describe the firm's advisory services, target client segments, fee schedule, or specific business activities. The dataset flags several negative attributes rather than positive specializations: Withum Capital is not identified as a capital allocator, an ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. There is no information about investment strategy, sector or manager preferences, or any public-facing investment track record in the provided data.

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
  • Samuel Fleischman

    Samuel Fleischman

    Supervisory PrincipalCRD 1860709

  • Kimberly Ryan

    Kimberly Ryan

    FinOpCRD 4316310

  • Robin Kim

    Robin Kim

    Head of Investment BankingCRD 6213404

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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