WILEY CAPITAL PARTNERS

Overview

Wiley Capital Partners is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, offering fee-based advice charged as a percentage of assets under management. Its advisory menu centers on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services offered alongside its core wealth-management work. On the investment side, Wiley Capital Partners implements client strategies primarily through public mutual funds and pooled vehicles, while supplementing those core holdings with annuities and allocations to external alternative managers. The firm does not operate as a capital allocator running proprietary funds; instead it places client capital with third‑party managers for venture capital, private placements and real estate exposure. Wiley Capital Partners is not positioned as an ESG-first adviser and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices