&wealth Partners

&wealth Partners (CRD# 149136) is a financial advisory firm headquartered in Baltimore, MD. They manage $136,989,054 in 178 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    178
    ACCOUNTS
  • Average Account Value
    $769,601
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MD, NY

Financial Advisors at &wealth Partners
Showing 1 - 2 of 2 top financial advisors.
1
Dorie H. Fain
CRD#: 2871080
1340 Smith Avenue, Suite 200, Baltimore, MD 21209
96
Wealthminder
score

Dorie Fain (CRD# 2871080) is an Investment Advisor Representative working at &wealth Partners in Baltimore, MD and has over 19 years of experience in the finance industry. Dorie Fain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Tonia D. Calabretta
CRD#: 2867329
1340 Smith Avenue, Suite 200, Baltimore, MD 21209
93
Wealthminder
score

Tonia Calabretta (CRD# 2867329) is an Investment Advisor Representative working at &wealth Partners in Baltimore, MD and has over 19 years of experience in the finance industry.

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