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| and Wealth Partners LLC
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| CRD # | 149136 |
| SEC # | 801-69853 |
| CIK # | 0001335851, 0001843294 |
| AUM | 508.2 M (2026-02-23) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 410-844-3300 |
| Address | 1629 Thames Street Baltimore, MD 21231 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001335851 0001843294 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 108.7 | ||
| Nvidia Corp | 101.2 | ||
| Alphabet Inc | 86.5 | ||
| Microsoft Corp | 74.6 | ||
| Amazon Com Inc | 57.6 | ||
| J P Morgan Chase & Co | 44.4 | ||
| Visa Inc | 41.8 | ||
| Merck & Co Inc | 37.2 | ||
| Alphabet Inc | 33.8 | ||
| Chevron Corp | 33.8 | ||
| Goldman Sachs Group Inc | 31.4 | ||
| Thermo Fisher Scientific Inc | 31.1 | ||
| AbbVie Inc | 31.1 | ||
| Honeywell International Inc | 30.9 | ||
| Costco Wholesale Corp /NEW | 30.8 | ||
| McKesson Corp | 26.2 | ||
| Advanced Micro Devices Inc | 22.5 | ||
| Schwab Charles Corp | 19.2 | ||
| Johnson & Johnson | 18.7 | ||
| Solstice Advanced Materials Inc | 18.1 | ||
| Danaher Corp /DE/ | 17.8 | ||
| Pfizer Inc | 17.0 | ||
| Qualcomm Inc/DE | 15.0 | ||
| Boston Scientific Corp | 12.4 | ||
| Home Depot Inc | 12.0 | ||
| Freeport McMoran Copper & Gold Inc | 11.0 | ||
| Stryker Corp | 10.2 | ||
| KKR & Co LP | 10.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 7.2 |
| (b) Individuals (high net worth individuals) | 70 | 382.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 118.7 |
| (n) Other | 0 | 0.0 |
| Total | 254 | 508.2 |
| By Discretionary | ||
| Discretionary | 222 | 280.2 |
| Non-Discretionary | 32 | 228.0 |
| Total | 254 | 508.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 508.2 | |
| Total | 254 | 508.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001335851] | |
| 13F-HR | [0001843294] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Chase Investment Counsel Corporation
✚
|
VA | 509.8 M |
|
Platform Wealth Management LLC
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|
UT | 509.0 M |
|
Dover Partners Inc
✚
|
OH | 508.6 M |
|
Instrumental Wealth LLC
✚
|
FL | 508.0 M |
|
WEA Financial Advisors Inc
✚
|
WI | 507.8 M |
|
Stratis Capital LLC
✚
|
CT | 507.5 M |
|
Maltin Wealth Management Inc
✚
|
507.2 M | |
|
Boone Wealth Advisors LLC
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|
WA | 506.8 M |
|
Beta Capital Management LLC
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|
FL | 506.6 M |
|
Cleveland Wealth LLC
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|
OH | 506.6 M |