Wallachbeth Capital LLC

Broker-DealerFINRA MemberEst. 2008

Total AUM

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Advisory reps

Avg account

Firm details

Headquarters: Boca Raton, Florida
CRD number: 147853
Registered since: November 21, 2008
Website: wallachbeth.com

Firm profile

FINTRX

Overview

Wallachbeth Capital LLC is an SEC-registered limited liability company first appearing in the SEC registry in 2008 and classified in FINTRX as an investment bank. The firm’s ownership is recorded as a mix of a domestic entity and an individual. FINTRX flags the firm as not serving as a capital allocator and not identifying as an active ESG investor; it is also not listed as a multi-state adviser, pension consultant, or related adviser. FINTRX does not supply details on the firm’s client base, fee schedule, specific business activities or advisory offerings.

Assets & Accounts

Location & Offices

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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
Chief Compliance OfficerCRD 1036891
Michael Wallach
CEOCRD 2376092
Seung Cheol Oh
CFO/FINOPCRD 4632040

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Contacts

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Scott Saunders
Managing Director, Institutional ETF Execution & TradingCRD 2970973
Aayush Chitnis
AssociateCRD 7898148
Benjamin Feins
Sales TraderCRD 4905010