Wallachbeth Capital LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
47
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 in the source data as an investment bank. The record identifies ownership as a combination of a domestic entity and individual ownership. The firm is not designated as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. The source does not supply details about client segments served, advisory activities, or fee schedules.

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

3 of 4
  • Eric Schweitzer

    Eric Schweitzer

    Chief Compliance OfficerCRD 1036891

  • Michael Wallach

    CEOCRD 2376092

  • David Beth

    David Beth

    President, COOCRD 2470494

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Contacts

3 of 43
  • James Dovico

    Sales TraderCRD 1247217

  • Peter Arianas

    Peter Arianas

    Senior Equity Derivatives BrokerCRD 1603497

  • Michael Mccoy

    Managing DirectorCRD 1856493

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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