Bo Wang in

Bo Wang

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Wealth Manager, Founder of Wealth House Capital Inc at Wealth House Capital Inc
📍 New York City Metropolitan Area, United States

Bo Wang is the Founder and Wealth Manager at Wealth House Capital Inc. , with over three decades of experience in financial services. He specializes in providing high-net-worth investors with alternative investments, aiming to transition them from traditional 60/40 portfolios to endowment-style models. He earned a Masters degree at The New School.

Originally from China, Bo immigrated to the US in 1989 for his graduate studies. He is an avid boater, hobbyist photographer, and was the founding president of the Photographic Society of New Jersey. He enjoys listening to Audible books and often invites clients on boat tours of lower Manhattan.

Unique fact: To show appreciation for their trust and friendship, Bo frequently takes his friends and clients boating on the Hudson River.

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Experience
28 Years
Current Role
Wealth Manager, Founder of Wealth House Capital Inc
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Bo shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Bo cares about

Alternative Investments
Specializes in providing accredited investors access to private market opportunities like multifamily apartments, data centers, oil & gas, and DST/1031 exchanges.
High-Net-Worth Wealth
Focuses on building, preserving, and transitioning wealth for affluent individuals, families, and organizations, moving beyond traditional portfolio structures.
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Career

Work history

1-2026
Wealth Manager, Founder of Wealth House Capital Inc
Wealth House Capital Inc
1-2016
Financial Advisor
Wealthhouse Advisors, Inc
1-2016
Founder- Financial Advisor
Wealthhouse Advisors
9-2015 - 12-2015
Financial Advisor
Transamerica Financial Advisors, Inc.
10-2008 - 8-2015
Financial Advisor, Vice President - Investments
Wells Fargo Advisors
In the press

Media appearances

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Education
Bachelor's degree
Zhengzhou University
Master's degree
The New School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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