Wiley Capital Partners

Overview

Wiley Capital Partners is an independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm charges fees based on a percentage of assets under management and lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory activities. It is owned by an individual and does not present itself as a multi-state adviser or a capital allocator. The firm indicates it is not an active ESG investor. Its regulatory registration year with the SEC is not provided in the available materials, and filings note the firm is not registered as a pension consultant even though pension consulting is included among its advisory activities.

Assets & Accounts

Investments & Alternatives