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And Wealth Partners, LLC

● SEC registered since 2009CRD 149136SEC# 801-69853Baltimore, MD
Export (members)
Reg. AUM
$470.9M
Employees
4
Accounts
279
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 $470.9 million in regulatory assets under management and employs 4 people.
www.instagram.com/@and_wealthView on SEC.gov ↗

And Wealth Partners, LLC owners & executives

1 reported
NameTitleOwnershipSince
Dorie Harriet Fain ControlManaging Member/Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does And Wealth Partners, LLC manage?

And Wealth Partners, LLC reports $470.9 million in regulatory assets under management on its Form ADV.

How many employees does And Wealth Partners, LLC have?

And Wealth Partners, LLC reports 4 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

Address1629 Thames Street, Suite 300, Baltimore, MD 21231
Phone410-844-3300
Fax866-526-4871
Office hoursBy Appointment Only
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$273M
Non-discretionary$197.9M
Total (RAUM)$470.9M