Wiley Capital Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wiley Capital Partners is an independent registered investment adviser that provides discretionary portfolio management and integrated financial planning to individual and high‑net‑worth clients, and it also offers consulting services to pension and other employee benefit plans, including 401(k) plans. As of December 2025 the firm managed roughly $29 million for about two dozen clients.
The firm documents client objectives in individualized Investment Policy Statements and manages accounts on a discretionary basis, applying cyclical and fundamental analysis, modern portfolio theory, and quantitative methods across long‑ and short‑term strategies (including options and margin where appropriate). Financial planning is provided as part of ongoing portfolio management, and the firm operates under ERISA/IRC fiduciary standards when advising retirement plans and IRAs.
What is distinctive for a firm of this size is its pension consulting practice: the firm prepares written pension consulting plans, recommends and monitors plan investment options and money managers, and advises plan sponsors on service providers. It also uses a third‑party platform to connect and review held‑away defined contribution participant accounts for discretionary rebalancing and accesses a broad investment menu that includes private placements, venture capital, REITs, commodities, and precious‑metal ETFs.
Client services
Expertise
Fee options
$0 - $1,000,000: 2.00% $1,000,001 - $2,500,000: 1.75% $2,500,001 - $5,000,000: 1.50% $5,000,001+: 1.25%
Main office
Two Greenwich Office Park, Suite 270
Greenwich CT 06831
Advisors at this office
1
Most active in
Arizona · Connecticut · Florida
Also doing business as
Wiley Capital Partners · Wiley Capital Partners, L.L.C.
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.
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