and Wealth Partners LLC

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and Wealth Partners LLC
CRD #149136
SEC #801-69853
CIK #
AUM $251.1 MM (41% Disc, 100% US, 2020-02-27)
Employees3 (33% Investors, 0% Brokers)
Phone410-844-3300
Address1629 Thames Street
Baltimore, MD 21231
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
2702161621085402009201320172021
Comparable Firms State AUM ($BB)
Holistic Financial Partners LLC
IN 0.3
Gainplan LLC
MI 0.3
Auour Investments LLC
MA 0.3
Bridge City Capital LLC
OR 0.3
Cherry Tree Family Office LLC
MN 0.3
Symphony Financial Services Inc
OH 0.3
M1 Capital Management
MI 0.3
Brian D Lowder Inc
CA 0.3
Lauer Capital Management Ltd
SD 0.3
Cheswick Investment Co Incorporated
CT 0.3
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