&wealth Partners

&wealth Partners (CRD# 149136) is a financial advisory firm headquartered in Baltimore, MD. They manage $399,089,764 in 256 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1629 Thames Street, Suite 300, Baltimore, MD 21231
https://www.instagram.com/@and_wealth/
By the Numbers
  • Total Assets Under Management
    399
    MILLION
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $1,558,944
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
The map below shows states where this firm has explicit registration only.

FL, IL, MD, NH, NY

Financial Advisors at &wealth Partners
Showing 1 - 3 of 3 top financial advisors.
1
Dorie Fain, financial advisor Baltimore MD
Dorie H. Fain
CRD#: 2871080
1629 Thames Street, Suite 300, Baltimore, MD 21231

Dorie Fain (CRD# 2871080) is an Investment Advisor Representative working at &wealth Partners in Baltimore, MD and has over 26 years of experience in the finance industry.

2
Callie Brooks, financial advisor Port Saint Lucie FL
Callie Brooks
CRD#: 7807448
Port Saint Lucie, FL

Callie Brooks (CRD# 7807448) is an Investment Advisor Representative working at &wealth Partners in Port Saint Lucie, FL and has 1 year of experience in the finance industry.

3
Natalie Sherman, financial advisor Baltimore MD
Natalie B. Sherman
CRD#: 7254166
1629 Thames Street, Suite 300, Baltimore, MD 21231

Natalie Sherman (CRD# 7254166) is an Investment Advisor Representative working at &wealth Partners in Baltimore, MD and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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