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Wealthy & Wise Family Office

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Client assets under management

$63,100,000

Clients

188

7% high-net-worth

Advisors

3

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

63

High

Average account size

$335,638

About

The firm provides fee-only wealth management and investment advisory services to individuals, small business owners and professionals, as well as corporations, trusts, estates and charitable organizations. Offerings include discretionary portfolio management, comprehensive financial planning (included for accounts of $1 million or more), family office consulting and modular financial-planning sessions for clients who are not otherwise under ongoing advisory arrangements.

Investment advice is delivered through a customized, discretionary approach that emphasizes long-term wealth preservation, steady growth and global diversification, with each investment program continuously managed and periodically reviewed. The firm implements model portfolios in part through third‑party outside managers and custodians (including Betterment Institutional, Fidelity and Interactive Brokers), assisting with allocation selection, tailoring models and reviewing outside manager performance; it receives negotiated fee shares from those outside managers.

Noteworthy aspects in the brochure include the firm’s public educational seminars and workshops (both free and paid) on personal finance and investor topics and its session‑based modular planning engagements billed per 60–90 minute session. The firm also provides family office services at no additional charge for larger relationships (accounts with at least $5 million), discloses the fee‑sharing relationship with outside managers as a potential conflict of interest, and lists advisors with professional designations such as CFP and CAIA and advanced academic credentials; the brochure does not disclose any disciplinary history.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: 1.75% annually (Family Office & Investment Advisory Services, negotiable) $0+: 0.95% annually (Investment Management Services via Outside Managers, negotiable)

Project-based

$200-$400 per 60-90 minute session for Modular Financial Planning Services (negotiable)

Other

Fee-only: Fee-only firm; does not receive commissions or other compensation.

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

More info

Maryland

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram Website 410-469-9532

Advisors at this firm

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user avatar

Endrit L

Series 63, Series 65

Columbia, MD

Wealthy & Wise Family Office

Endrit Lloshi is a financial advisor at Wealthy & Wise Family Office with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Bank and Aldo's Restaurant. Wealthy & Wise Family Office provides investment advisory and wealth management services to small business owners, professionals, and a range of individual and institutional clients. The firm offers discretionary portfolio management and comprehensive financial planning through a customized investment process that includes tailored asset-allocation models and ongoing client engagement.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Taiyoung L

Series 65

Columbia, MD

Wealthy & Wise Family Office

Taiyoung Lee is a financial advisor at Wealthy & Wise Family Office with 20 years of industry experience. He holds a Series 65 designation and has worked at PTC International Portfolio Management, Inc. since 2000 and at PTC International Inc. since 1981. Outside of his advisory role, he consults for small and mid-size companies in South Korea, focusing on business development. Wealthy & Wise Family Office provides investment advisory and wealth management services to small business owners, professionals, and a variety of individual and institutional clients. The firm employs a customized investment process with discretionary portfolio management and offers comprehensive financial and family-office planning services.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Genti C

CFP®, Series 65

Columbia, MD

Wealthy & Wise Family Office

Genti Cici is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He is the founder of StandUP Advisors, where he has served as a fiduciary advisor since 2017. In addition to his work at StandUP Advisors, he provides financial planning and fiduciary advice to clients through an independent contractor relationship with InvestEd. StandUP Advisors is a fee-only fiduciary firm serving individuals, families, trusts, estates, and charitable organizations. The firm uses a customized, goals-based process and manages assets on a discretionary basis with a broadly diversified, ETF-style global investment approach, offering both all-ETF core strategies and core-satellite options.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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