# WEALTHY & WISE FAMILY OFFICE

WEALTHY & WISE FAMILY OFFICE of COLUMBIA, MD is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 120278
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120278/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120278/similar
- Related entities: https://search.stillhousedata.com/firm/120278/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120278

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.