Endrit Lloshi
Wealthy & Wise Family Office · Columbia, Maryland
Endrit Lloshi is a fee-only financial advisor at Wealthy & Wise Family Office in Columbia, Maryland. Endrit focuses on family wealth transfer, estate & legacy planning and tax planning. Wealthy & Wise Family Office reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Wealthy & Wise Family Office |
|---|---|
| Based in | Columbia, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Languages | Korean |
| Accepting new clients | Yes |
| Assets under management | $63.1M across 188 accounts |
| SEC registration | Investment adviser representative in MD · CRD 6926629 |
| Exams passed | Series 63 (2021) · Series 65 (2018) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.wealthyandwisefamilyoffice.com |
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Questions about Endrit
Is Endrit Lloshi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Endrit holds no broker registration, and Wealthy & Wise Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Endrit charge for financial advice?
Endrit's firm, Wealthy & Wise Family Office, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Endrit charge?
According to Wealthy & Wise Family Office's website, checked October 30, 2026: no asset minimum.
Does Endrit work with clients virtually?
Yes. Wealthy & Wise Family Office says on its website that it works with clients remotely.
What languages does Endrit work in?
Besides English, Wealthy & Wise Family Office offers service in Korean, according to its website.
Where is Endrit Lloshi based?
Endrit Lloshi is based in Columbia, Maryland.
What does Endrit specialize in?
Endrit's specialties include family wealth transfer, estate & legacy planning, tax planning and cross-border (US / Canada). Endrit works with multi-generational families and ultra high net worth.
Is Endrit Lloshi registered with the SEC?
Yes. Endrit Lloshi is registered as an investment adviser representative in MD (CRD 6926629), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthy & Wise Family Office manage?
Wealthy & Wise Family Office reports $63.1M across 188 accounts in assets under management.
How do I contact Endrit Lloshi?
Through Endrit's website, www.wealthyandwisefamilyoffice.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wealthy & Wise Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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