AND WEALTH PARTNERS, LLC
Doing business as &WEALTH PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$508,225,417
Discretionary
$280,231,824
Non-discretionary
$227,993,593
Firm details
- CRD number
- 149136
- SEC file number
- 801-69853
- Main office
- BALTIMORE, MD, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.