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 appears in FINTRX as an SEC-registered investment adviser (registration year listed as 2023). Ownership is described as a mix of a domestic entity and an individual. The firm is classified as "unclassified" in FINTRX’s taxonomy and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX also flags that the firm is not a newly formed adviser. FINTRX does not supply details on the firm’s client segmentation, fee schedule, specific advisory services, or broader business activities. That lack of disclosed operational detail means there is limited visibility into target client types, service model (fiduciary or otherwise), or typical account structures from the available record.

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

Unlock 1 more contacts

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