Wealth House Capital Inc.

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Livingston, New Jersey
CRD number
323088
Registered since
January 11, 2024

Firm profile

FINTRX

Overview

Wealth House Capital Inc. is organized as a corporation and registered with the SEC in 2024. Public filings identify the ownership as an individual rather than a corporate or institutional owner and classify the firm as "unclassified" for its adviser type. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. Regulatory and service-role flags in the available snapshot indicate Wealth House Capital Inc. is not flagged as a multi-state adviser, not designated a pension consultant, and not listed as a related adviser. The firm has provided minimal public detail about its client mix, fee structure, or specific advisory activities.

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

2 of 2
  • Yuzhen Chen

    Yuzhen Chen

    COO & Wealth ManagerCRD 5626131

  • Marjorie Wang

    Marjorie Wang

    CEO & CCOCRD 6897024

Contacts

3 of 8
  • Leonard Bangug

    Leonard Bangug

    Registered RepresentativeCRD 5113311

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Bo Wang

    Bo Wang

    Founder and Wealth ManagerCRD 2394019

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth