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&WEALTH PARTNERS
AND WEALTH PARTNERS, LLC
CRD 149136 · SEC 801-69853
1629 THAMES STREET, SUITE 300, BALTIMORE, MD, 21231, United States
Phone
410-844-3300
Fax
866-526-4871
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$508.2M
Discretionary AUM
$280.2M
Team
5 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $7.2M |
| High net worth individuals | 70 | $382.3M |
| Corporations/business entities | 7 | $118.7M |
States served
IL, MD, NY, NH, FL
All web addresses on file
- https://www.instagram.com/@and_wealth/
- https://www.andwealth.com
- https://www.linkedin.com/in/dorie-fain-499954/
- https://www.twitter.com/andwealth
- https://www.facebook.com/dorie.fain
- https://www.facebook.com/pages/category/Financial-Service/Wealth-Partners-85388412958/
- https://www.instagram.com/@andwealth/
- https://www.linkedin.com/company/&wealth
- https://twitter.com/doriefain
Official SEC filing: View on IAPD