and Wealth Partners LLC


Assets, Funds, Holdings

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and Wealth Partners LLC
CRD #149136
SEC #801-69853
AUM $206.9 MM (46% Disc, 100% US)
Employees3 (33% Investors, 0% Brokers)
Address1629 Thames Street
Baltimore, MD 21231
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Financial Strategies Group Inc
MI 0.2
C5 Wealth Management LLC
VA 0.2
Strongbox Wealth LLC
MO 0.2
Southland Equity Partners LLC
GA 0.2
Vezzetti Capital Management LLC
IL 0.2
La Ferla Group LLC
NY 0.2
Firethorn Wealth Partners LLC
GA 0.2
Springer Investment Management Inc
CA 0.2
Kilner Capital Advisors LLC
MD 0.2
Portfolio Capital Management Inc
NC 0.2
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