# WEALTHY & WISE FAMILY OFFICE

WEALTHY & WISE FAMILY OFFICE is a Family Office.

## Overview

- **Organization type:** Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/mdinvested

## Regulatory record

- **CRD number:** 120278
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/120278

## About

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.

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- [Great Lakes Financial Companies](https://altss.com/profile/great-lakes-financial-companies-inc)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/wealthy-and-wise-family-office

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