and Wealth Partners LLC


Assets, Funds, Holdings

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and Wealth Partners LLC
CRD #149136
SEC #801-69853
AUM $251.1 MM (41% Disc, 100% US, 2020-02-27)
Employees3 (33% Investors, 0% Brokers)
Address1629 Thames Street
Baltimore, MD 21231
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
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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