Wealthy & Wise Family Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$63,100,000
Total clients
188
7% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
63
Average account size
$335,638
About
Wealthy & Wise Family Office provides investment advisory and wealth management services to small business owners, professionals, and a mix of individual and institutional clients, including corporations, trusts, estates and charitable organizations. Services described in the brochure include discretionary portfolio management, modular and comprehensive financial planning, business planning, retirement and tax planning, insurance reviews, and family-office consulting.
The firm uses a customized investment process that begins with collecting clients’ financial information, goals and risk tolerance and results in tailored asset-allocation models managed on a discretionary basis. It may recommend and implement model portfolios through outside managers (including Betterment Institutional), interacts with those managers to tailor allocations, and conducts at least annual client contacts while allowing clients to impose reasonable restrictions on account management.
Notable distinctions in the brochure include the firm’s offering of public educational seminars and workshops in addition to one-on-one advisory services, and the inclusion of comprehensive planning and family-office services for larger accounts at no additional charge. The brochure also reports that the firm manages client assets on a discretionary-only basis (about $49.6 million as of December 31, 2023), discloses fee-sharing arrangements with outside managers, and lists no disciplinary history for the firm or its supervised persons.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.75% annually $1,000,000 - $5,000,000: 1.75% annually (includes comprehensive financial planning at no additional charge) $5,000,000+: 1.75% annually (includes Family Office Services at no additional charge)
Fee-only: 1.75% annually for Family Office & Investment Advisory Services; 0.95% annually fee share from Outside Managers; Modular Financial Planning sessions $200-$400 per 60-90 minute session; Educational seminars/workshops $50-$500 per session or $50-$300 per hour.
Main office location
Wealthy & Wise Family Office
10320 Little Patuxent Pkwy., Suite 930
Columbia MD 21044, United States
Number of offices
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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