# &Wealth Partners

&Wealth Partners is a Registered Investment Adviser based in Baltimore, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Baltimore, United States
- **Region:** North America
- **Address:** Baltimore, MD, United States
- **Assets under management:** $508.2M regulatory AUM (Form ADV, February 2026)
- **Website:** andwealth.com

## Regulatory record

- **CRD number:** 149136
- **SEC file number:** 801-69853
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-23
- **Reports private funds:** No

## About

&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.

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Updated: 2026-10-15T09:18:38.376Z

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