Investment adviser · CRD 149136
&WEALTH PARTNERS
Investment adviser filing (IA)
AND WEALTH PARTNERS, LLC
BALTIMORE, MD, United States · Form ADV filed Feb 23, 2026
- Regulatory AUM
- $508M Form ADV · Item 5.F
- Client accounts
- 254 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 70 | $382,324,544 | 75.2% |
| Corporations & businesses | 7 | $118,657,856 | 23.3% |
| Individuals | 26 | $7,243,017 | 1.4% |
Filing source
Form ADV 2056057 · Feb 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1629 THAMES STREET, SUITE 300BALTIMORE, MD, 21231, United States
CRD 149136
Filing source
Form ADV 2056057 · Feb 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.