CRD: 120278
Wealthy & Wise Family Office
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- Custodian
- Betterment · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-03-2002
- Office Locations
- 2
Office Locations
About Wealthy & Wise Family Office
Wealthy & Wise Family Office is a private, independent multi-family office serving families with cross-border needs across the U.S. and Korea (Columbia, MD; Seoul; Honolulu). The firm provides comprehensive wealth management focused on complex financial, estate, and legacy planning, plus investment strategy, tax and retirement planning. Managed accounts are ETF-based, and it is Korea’s only Family Office Exchange member.
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Owner & Executives
TAIYOUNG LEE
Chief Executive Officer
- CRD
- #4523264
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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GENTI CICI
Financial Advisor
- CRD
- #5214132
Daniel Tai Young Lee
Founder & Chief Advisor
- CRD
- --
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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