Withum Capital, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Whippany, New Jersey
CRD number
323214
Registered since
July 5, 2023

Firm profile

FINTRX

Overview

Withum Capital, LLC is organized as a limited liability company and is recorded as having registered with the SEC in 2023. Ownership is listed in the dataset as a combination of a domestic entity and an individual. The firm is categorized as "Unclassified" in the profile data. The record indicates several negative flags rather than affirmative service descriptors: Withum Capital is not listed as a capital allocator, not identified as an active ESG investor, not designated a multi-state adviser, not a pension consultant, and not marked as a related adviser. The firm has not supplied detail on its advisory activities, fee schedule, client types, or business lines in the source dataset.

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

Contacts

3 of 4
  • Samuel Fleischman

    Samuel Fleischman

    Senior Compliance ProfessionalCRD 1860709

  • Kimberly Ryan

    Kimberly Ryan

    FinOpCRD 4316310

  • Robin Kim

    Robin Kim

    Head of Investment BankingCRD 6213404

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Whippany, NJ

Morris

Location

Whippany, NJ

Headquartered in Whippany, 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
Morris
Address
200 Jefferson Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth