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WEALTHY & WISE FAMILY OFFICE
PTC INTERNATIONAL PORTFOLIO MANAGEMENT, INC.
CRD 120278
10320 LITTLE PATUXENT PKWY., SUITE 930, COLUMBIA, MD, 21044, United States
Phone
410-469-9532
Fax
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Registration
— (—)
Source
State registered
Total AUM
$63.1M
Discretionary AUM
$63.1M
Team
6 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 174 | $11.9M |
| High net worth individuals | 14 | $51.2M |
All web addresses on file
Official SEC filing: View on IAPD