Wallachbeth Capital LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
46
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
147853
Registered since
November 21, 2008

Firm profile

FINTRX

Overview

Wallachbeth Capital LLC is organized as a limited liability company and is classified as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. It is not structured as a multi-state adviser, not marked as newly formed, and it does not list pension consulting or related-adviser activities. The firm has not disclosed details about its advisory or business activities, and no public statements about investment strategy, client segments, or product focus were provided.

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
1001 W Yamato Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth