Taiyoung Lee
Wealthy & Wise Family Office · Columbia, Maryland
Taiyoung Lee is a fee-only financial advisor at Wealthy & Wise Family Office in Columbia, Maryland. Taiyoung 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 4523264 |
| Exams passed | Series 65 (2006) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.wealthyandwisefamilyoffice.com |
| Profile |
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Questions about Taiyoung
Is Taiyoung Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Taiyoung 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 Taiyoung charge for financial advice?
Taiyoung'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 Taiyoung charge?
According to Wealthy & Wise Family Office's website, checked October 30, 2026: no asset minimum.
Does Taiyoung work with clients virtually?
Yes. Wealthy & Wise Family Office says on its website that it works with clients remotely.
What languages does Taiyoung work in?
Besides English, Wealthy & Wise Family Office offers service in Korean, according to its website.
Where is Taiyoung Lee based?
Taiyoung Lee is based in Columbia, Maryland.
What does Taiyoung specialize in?
Taiyoung's specialties include family wealth transfer, estate & legacy planning, tax planning and cross-border (US / Canada). Taiyoung works with multi-generational families and ultra high net worth.
Is Taiyoung Lee registered with the SEC?
Yes. Taiyoung Lee is registered as an investment adviser representative in MD (CRD 4523264), 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 Taiyoung Lee?
Through Taiyoung'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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