Elseware Financial Services LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 327555
- Registered since
- July 23, 2026
Firm profile
FINTRXOverview
Elseware Financial Services LLC is organized as a limited liability company and is registered with the SEC in 2026. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the available records. It is not identified as a capital allocator, does not self-identify as an active ESG investor, and is not registered as a multi-state adviser. The firm is also not listed as a pension consultant or a related adviser. The regulatory and ownership tags in the record are narrow; there is no public detail about the firm’s target client segments, fee model, advisory activities, or investment approach.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Xiaodong Wu
Owner & FounderCRD 6062348
Randall Purdy
PrincipalCRD 6762711
Pascal Roche
FinOpCRD 5920968
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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
- New York
- Address
- 36 W 44th St
- Time zone
- ET (UTC-5)
- Office locations
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