W&
Family OfficeRIA · CRD 120278State-Registered Investment Adviser
Updated:
WEALTHY & WISE FAMILY OFFICE
WEALTHY & WISE FAMILY OFFICE is a state-registered investment adviser in Columbia, MD. The firm manages approximately $63 million in regulatory assets.
Overview
WEALTHY & WISE FAMILY OFFICE is a state-registered investment adviser in Columbia, MD. The firm manages approximately $63 million in regulatory assets. It has 6 employees and 3 investment advisers.
LinkedIn
linkedin.com/company/mdinvestedGeneral information
Firm type
Family Office
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on family offices?
Altss delivers:
Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Prefer a guided tour?
We’ll walk you through:
Interactive funding timelinesCustom mandate & allocation filters