Investment adviser representative · Wealthy & Wise Family Office
Endrit Lloshi
CRD 6926629 · Columbia, MD
At a glance
Endrit Lloshi is an investment adviser representative with Wealthy & Wise Family Office in Columbia, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Endrit’s SEC record dates to 2018, about 8 years ago.
Current advisory firm
- Wealthy & Wise Family OfficeSince July 2018Columbia, MD · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Endrit’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.