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&WEALTH PARTNERS

Tel: 410-844-3300
1629 Thames Street
Suite 300
Baltimore, Maryland  21231

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&WEALTH PARTNERS

&WEALTH PARTNERS is a Baltimore, Maryland based financial advisory firm with nearly $470,940,507 in assets under management and provides investment advisory services for 279 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

149136

SEC#:

801-69853

No. of Clients:

279

Assets under Management

$470,940,507

No. of Advisors:

4

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