Elseware Financial Services LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
327555
Registered since
July 23, 2026

Firm profile

FINTRX

Overview

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

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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
  • Xiaodong Wu

    Owner & FounderCRD 6062348

  • Randall Purdy

    PrincipalCRD 6762711

  • Pascal Roche

    FinOpCRD 5920968

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth