Wiley Capital Partners
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 326972
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.79%
- Individuals20.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wiley Capital Partners is an independent, individual-owned investment advisory firm that serves individual and family clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges fees as a percentage of assets under management and does not present itself as a capital allocator. It is not an active ESG investor. Wiley Capital Partners is state-registered in Arizona, Connecticut, and Florida.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities6%
- Private Funds6%
- Other6%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Jonathan Wiley
PresidentCRD 5460021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 2 Greenwich Office Park
- Time zone
- ET (UTC-5)
- Office locations
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