Wealth House Capital Inc.
Firm details
- Headquarters
- Livingston, New Jersey
- CRD number
- 323088
- Registered since
- January 11, 2024
- Website
- wealth-house.com
Firm profile
FINTRXOverview
Wealth House Capital Inc. is organized as a corporation with individual ownership. Public data on its advisory mandate and service mix is limited: the firm is classified as "Unclassified" in the snapshot record and it does not present itself as a capital allocator or an active ESG investor. Other profile flags indicate it is not identified as a multi-state adviser, not a pension consultant, and not listed as a related adviser to another firm. Key operational details such as fee arrangements, client segments, specific advisory activities and investment preferences are not disclosed in the available record. That opacity makes it difficult to characterize the firm's target clientele or investment approach from the data provided.
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
Yuzhen Chen
COO & Wealth ManagerCRD 5626131

Marjorie Wang
CEO & CCOCRD 6897024
Contacts
3 of 8
Leonard Bangug
Registered RepresentativeCRD 5113311
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
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