WEALTHY & WISE FAMILY OFFICE

WEALTHY & WISE FAMILY OFFICE of COLUMBIA, MD is an SEC-registered investment adviser (CRD 120278). Regulatory assets under management: $63.1M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 120278
• Type: Registered investment adviser
• Location: 10320 LITTLE PATUXENT PKWY., COLUMBIA, MD, 21044
• Phone: 410-469-9532
• Latest filing: 2026-03-30
• Regulatory AUM: $63.1M
• Discretionary AUM: $63.1M
• Clients: 6
• Accounts: 188

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120278 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search