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&Wealth Partners
&Wealth Partners is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 149136, SEC file 801-69853), with its main office...
Overview
&Wealth Partners is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 149136, SEC file 801-69853), with its main office in Baltimore, Maryland. Its Form ADV filed on 23 February 2026 reports $508.2M in regulatory assets under management across 254 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$508.2M regulatory AUM (Form ADV, February 2026)
Location
Region
North America
Country
United States
City
Baltimore
Corporate office
Baltimore, MD, United States
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