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Wise

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Washington, DC
CRD Number
Website wiseandpartnersdc.com
Client types

Overview

Wise & Partners is a Washington, DC–based boutique wealth manager led by Pamela and James Wise. The firm provides discovery-driven, holistic planning and discretionary investment management for individuals, families and select institutions. As an independent practice affiliated with &Partners, LLC, Wise & Partners leverages institutional-grade technology, expansive investment access and premium operations while maintaining a client-first, fiduciary focus. Core capabilities include portfolio construction, retirement and tax planning, estate strategy, and cash management. Assets are custodied at Fidelity’s National Financial Services (NFS), providing secure custody and integrated tools that help align investments with clients’ long-term values and goals.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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