Wealth House Capital Inc.
Firm details
- Headquarters
- Livingston, New Jersey
- CRD number
- 323088
- Registered since
- January 11, 2024
Firm profile
FINTRXOverview
Wealth House Capital Inc. is organized as a corporation and is registered with the SEC as of 2024. The firm is classified as "unclassified" in the dataset and is identified as being owned by an individual. Available records indicate it is not designated as a capital allocator, does not report active ESG investing activity, is not listed as a multi-state adviser, and does not show relationships to other advisers or pension consulting activity. Public disclosures about the firm's business model, client segments, fee arrangements, advisory activities, or manager allocation preferences are not provided in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Marjorie Wang
CEO & CCOCRD 6897024
Yuzhen Chen
COO & Wealth ManagerCRD 5626131
Contacts
3 of 7
Scott Wang
InternCRD 7794226
Daniel Beaton
FinOpCRD 4240769
Bo Wang
Founder and Wealth ManagerCRD 2394019
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Livingston, NJ
Essex
Location
Livingston, NJ
Headquartered in Livingston, NJ, 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
- Essex
- Address
- 17 Canoe Brook Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Wolf A. Popper, Inc.
Broker-DealerLivingston, NJ
The Jeffrey Matthews Financial Group, L.L.C.
Broker-DealerFlorham Park, NJ
Pruco Securities, LLC
Broker-DealerNewark, NJ
Corebridge Capital Services, Inc.
Broker-DealerJersey City, NJ
Tor Brokerage LLC
Broker-DealerHazlet, NJ
Pershing Advisor Solutions LLC
Broker-DealerJersey City, NJ