&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).
Total Assets Under Management137MILLION
Total Number of Accounts178ACCOUNTS
Average Account Value$769,601
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IL, MD, NY
Dorie Fain (CRD# 2871080) is an Investment Advisor Representative working at &wealth Partners in Baltimore, MD and has over 20 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.
Tonia Calabretta (CRD# 2867329) is an Investment Advisor Representative working at &wealth Partners in Baltimore, MD and has over 20 years of experience in the finance industry.