&WEALTH PARTNERS

1629 Thames Street
Suite 300
Baltimore, Maryland 21231
Tel: 410-844-3300

About &WEALTH PARTNERS

&WEALTH PARTNERS, formally registered with the SEC as &WEALTH PARTNERS. The firm was established in 01/02/2009. They have over 2 offices throughout the country.

&WEALTH PARTNERS is a Baltimore, Maryland based Financial Planning firm with nearly $470,940,507 assets under management, offering retirement planning & investment advisory services to 279 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149136
SEC#	801-69853
Assets Managed by Firm	$470,940,507
No. of Clients	279
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	279	$470,940,507
Individuals (other than high net worth individuals)	32	$9,196,194
High net worth individuals	71	$352,977,537
Corporations or other businesses	7	$108,766,776

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