&wealth Partners
&wealth Partners is an SEC-registered wealth manager in Baltimore, MD with $508.2M assets under management (AUM, regulatory AUM), +8% over one year. See who owns &wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149136, SEC 801-69853, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $508.2M (2026-02-23)
- Firm type
- Wealth Manager
- Location
- Baltimore, MD
- Employees
- 5
- Clients
- 103
- CRD
- 149136
- Ownership
- ROSENBAND, DORIE, FAIN; WOJIE, SUSAN, MARIE; WASSERSTRUM, ALYSSA, MELANIE; INTERIM HOLDINGS, LLC; FAIN, DORIE, HARRIET
How much AUM does &wealth Partners have?
&wealth Partners reported $508.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns &wealth Partners?
Disclosed owners and executives of &wealth Partners include ROSENBAND, DORIE, FAIN, WOJIE, SUSAN, MARIE, WASSERSTRUM, ALYSSA, MELANIE, INTERIM HOLDINGS, LLC, FAIN, DORIE, HARRIET. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.