Data / Investment advisers / Maryland / &Wealth Partners
&Wealth Partners, Baltimore, MD: $508 million AUM, SEC registered investment adviser
&Wealth Partners is an SEC registered investment adviser with its main office in Baltimore, Maryland and reports $508 million in regulatory assets under management in its Form ADV filed February 23, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 149136
- SEC file number
- 801-69853
- SEC status
- Approved, effective January 2, 2009
- Legal name
- And Wealth Partners, LLC
- Main office
- 1629 Thames Street Suite 300, Baltimore, MD 21231
- Phone
- (410) 844-3300
- Regulatory AUM
- $508,225,417 in the Form ADV filed February 23, 2026
- Discretionary AUM
- $280,231,824
- Non discretionary AUM
- $227,993,593
- Accounts
- 254
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 70 | $382.3 million |
| Corporations or other businesses | 7 | $118.7 million |
| Individuals (other than high net worth individuals) | 26 | $7.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $508.2 million | February 23, 2026 |
| December 1, 2025 | $470.9 million | March 3, 2025 |
Other advisers in Baltimore
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| WBH Advisory, Inc. | Baltimore | $1.74 billion | Not listed | adviserinfo.sec.gov |
| Ecosystem Investment Partners, LLC | Baltimore | $1.28 billion | 6 | adviserinfo.sec.gov |
| Lombard Advisers Incorporated | Baltimore | $669.8 million | Not listed | adviserinfo.sec.gov |
| Chapin Davis Asset Management | Baltimore | $642.8 million | Not listed | adviserinfo.sec.gov |
| Savano Direct Capital Partners, LLC | Baltimore | $519.1 million | 10 | adviserinfo.sec.gov |
| Abr Capital Partners, LLC | Baltimore | $487.2 million | 23 | adviserinfo.sec.gov |
| Buttonwood Financial Advisors, Inc. | Baltimore | $483.2 million | Not listed | adviserinfo.sec.gov |
| Armstrong Dixon | Baltimore | $447.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Baltimore, MD
- Investment advisers in Maryland
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- &Wealth Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.