AND WEALTH PARTNERS, LLC
Legal name: &WEALTH PARTNERS
CRD #149136 SEC #801-69853 BALTIMORE, MD 410-844-3300
SEC Registered
Total AUM
$470.9M
Discretionary
$273M
Employees
4
Clients
10
Accounts
279
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $470.9M | $273M | $197.9M | 4 | 0 |
| Feb 2024 | $399.1M | $230.8M | $168.2M | 3 | 0 |
| Jul 2023 | $320.9M | $172.2M | $148.7M | 3 | 0 |
| Jun 2023 | $320.9M | $172.2M | $148.7M | 2 | 0 |
| Mar 2023 | $320.9M | $172.2M | $148.7M | 2 | 0 |
| Mar 2022 | $334.1M | $151.7M | $182.5M | 2 | 0 |
| May 2021 | $295.5M | $132.8M | $162.7M | 3 | 0 |
| Mar 2021 | $295.5M | $132.8M | $162.7M | 2 | 0 |
| Mar 2021 | $295.5M | $132.8M | $162.7M | 2 | 0 |
| Oct 2020 | $251.1M | $104M | $147M | 3 | 0 |
| May 2020 | $251.1M | $104M | $147M | 3 | 0 |
| Feb 2020 | $251.1M | $104M | $147M | 3 | 0 |
| Mar 2019 | $206.9M | $95.8M | $111.1M | 3 | 0 |
| Mar 2019 | $206.9M | $95.8M | $111.1M | 3 | 0 |
| Mar 2018 | $266.7M | $110M | $156.7M | 10 | 0 |
| Sep 2017 | $203.1M | $89.1M | $114M | 5 | 26 |
| Jun 2017 | $203.1M | $89.1M | $114M | 6 | 26 |
| May 2017 | $203.1M | $89.1M | $114M | 6 | 26 |
| Mar 2017 | $203.1M | $89.1M | $114M | 6 | 26 |
| Feb 2016 | $137M | $55.4M | $81.6M | 7 | 26 |
| Feb 2015 | $266.1M | $49.4M | $216.7M | 2 | 11 |
| Dec 2014 | $259.1M | $49.4M | $209.7M | 3 | 11 |
| Mar 2014 | $259.1M | $49.4M | $209.7M | 3 | 11 |
| Feb 2013 | $234.5M | $42.4M | $192.2M | 4 | 11 |
| Oct 2012 | $210.3M | $42.1M | $168.2M | 1 | 26 |
| Mar 2012 | $210.3M | $42.1M | $168.2M | 1 | 26 |
| Feb 2012 | $39.3M | $39.3M | $0 | 1 | 26 |
| Feb 2011 | $33.4M | $33.4M | $0 | 5 | -- |
| May 2010 | $29.3M | $29.3M | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$470.9M
Discretionary$273M
Non-Disc.$197.9M
Employees4
Clients0
DateFeb 2024
Total AUM$399.1M
Discretionary$230.8M
Non-Disc.$168.2M
Employees3
Clients0
DateJul 2023
Total AUM$320.9M
Discretionary$172.2M
Non-Disc.$148.7M
Employees3
Clients0
DateJun 2023
Total AUM$320.9M
Discretionary$172.2M
Non-Disc.$148.7M
Employees2
Clients0
DateMar 2023
Total AUM$320.9M
Discretionary$172.2M
Non-Disc.$148.7M
Employees2
Clients0
DateMar 2022
Total AUM$334.1M
Discretionary$151.7M
Non-Disc.$182.5M
Employees2
Clients0
DateMay 2021
Total AUM$295.5M
Discretionary$132.8M
Non-Disc.$162.7M
Employees3
Clients0
DateMar 2021
Total AUM$295.5M
Discretionary$132.8M
Non-Disc.$162.7M
Employees2
Clients0
DateMar 2021
Total AUM$295.5M
Discretionary$132.8M
Non-Disc.$162.7M
Employees2
Clients0
DateOct 2020
Total AUM$251.1M
Discretionary$104M
Non-Disc.$147M
Employees3
Clients0
DateMay 2020
Total AUM$251.1M
Discretionary$104M
Non-Disc.$147M
Employees3
Clients0
DateFeb 2020
Total AUM$251.1M
Discretionary$104M
Non-Disc.$147M
Employees3
Clients0
DateMar 2019
Total AUM$206.9M
Discretionary$95.8M
Non-Disc.$111.1M
Employees3
Clients0
DateMar 2019
Total AUM$206.9M
Discretionary$95.8M
Non-Disc.$111.1M
Employees3
Clients0
DateMar 2018
Total AUM$266.7M
Discretionary$110M
Non-Disc.$156.7M
Employees10
Clients0
DateSep 2017
Total AUM$203.1M
Discretionary$89.1M
Non-Disc.$114M
Employees5
Clients26
DateJun 2017
Total AUM$203.1M
Discretionary$89.1M
Non-Disc.$114M
Employees6
Clients26
DateMay 2017
Total AUM$203.1M
Discretionary$89.1M
Non-Disc.$114M
Employees6
Clients26
DateMar 2017
Total AUM$203.1M
Discretionary$89.1M
Non-Disc.$114M
Employees6
Clients26
DateFeb 2016
Total AUM$137M
Discretionary$55.4M
Non-Disc.$81.6M
Employees7
Clients26
DateFeb 2015
Total AUM$266.1M
Discretionary$49.4M
Non-Disc.$216.7M
Employees2
Clients11
DateDec 2014
Total AUM$259.1M
Discretionary$49.4M
Non-Disc.$209.7M
Employees3
Clients11
DateMar 2014
Total AUM$259.1M
Discretionary$49.4M
Non-Disc.$209.7M
Employees3
Clients11
DateFeb 2013
Total AUM$234.5M
Discretionary$42.4M
Non-Disc.$192.2M
Employees4
Clients11
DateOct 2012
Total AUM$210.3M
Discretionary$42.1M
Non-Disc.$168.2M
Employees1
Clients26
DateMar 2012
Total AUM$210.3M
Discretionary$42.1M
Non-Disc.$168.2M
Employees1
Clients26
DateFeb 2012
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees1
Clients26
DateFeb 2011
Total AUM$33.4M
Discretionary$33.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$29.3M
Discretionary$29.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--