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WILEY CAPITAL PARTNERS
WILEY CAPITAL PARTNERS, L.L.C.
CRD 326972
500 W. PUTNAM AVE. SUITE 400, GREENWICH, CT, 06830, United States
Phone
212-671-2948
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$29.2M
Discretionary AUM
$29.2M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $5.9M |
| High net worth individuals | 11 | $23.3M |
Official SEC filing: View on IAPD