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CRD#: 323088
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for WEALTHHOUSE ADVISORS INC Comes From
Understanding the Statistics for WEALTHHOUSE ADVISORS INC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
17 Canoe Brook Drive, Livingston, NJ 07039
Mailing Address
17 Canoe Brook Drive, Livingston, NJ 07039
Firm Size
Small
Phone Number
(917) 660-6796
Established
New Jersey since 11/20/2017
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at WEALTHHOUSE ADVISORS INC
SW
Scott Wang
RR
CRD#: 7794226
Location:
Livingston, NJ
Company:
WEALTHHOUSE ADVISORS INC
Disclosures:
Experience:
2 years
LB
Leonard Allado Bangug
RR
CRD#: 5113311
Location:
Livingston, NJ
Company:
WEALTHHOUSE ADVISORS INC
Disclosures:
Experience:
19 years
YC
Yuzhen Chen
RR
CRD#: 5626131
Location:
Livingston, NJ
Company:
WEALTHHOUSE ADVISORS INC
Disclosures:
Experience:
15 years
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