And Wealth Partners, LLC
● SEC registered since 2009CRD 149136SEC# 801-69853Baltimore, MD
Reg. AUM
$508.2M
Employees
5
Accounts
254
Location
Baltimore, MD
And Wealth Partners, LLC assets under management
And Wealth Partners, LLC is an SEC-registered investment adviser based in Baltimore, MD. The firm has been registered since 2009. It reports $508.2 million in regulatory assets under management and employs 5 people.
And Wealth Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dorie Harriet Fain Control | Managing Member/Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does And Wealth Partners, LLC manage?
And Wealth Partners, LLC reports $508.2 million in regulatory assets under management on its Form ADV.
How many employees does And Wealth Partners, LLC have?
And Wealth Partners, LLC reports 5 employees.
Where is And Wealth Partners, LLC located?
And Wealth Partners, LLC is based in Baltimore, MD and has been SEC-registered since 2009.
Does And Wealth Partners, LLC disclose fund performance?
And Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1629 Thames Street, Suite 300, Baltimore, MD 21231 |
| Phone | 410-844-3300 |
| Fax | 866-526-4871 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$508.2M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$508.2Mregulatory AUM
Discretionary $280.2MNon-discretionary $228M