AdvisorCensus / Financial advisors / Maryland / Baltimore / &Wealth Partners
&Wealth Partners is an SEC-registered investment advisory firm in Baltimore, MD, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 23, 2026.
Quick answers
From the filingHow is &Wealth Partners compensated?
On its Form ADV (Item 5.E, October 2026), &Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does &Wealth Partners' brochure say about its fees?
Its Form ADV Part 2A brochure dated February 23, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is &Wealth Partners located?
&Wealth Partners' principal office is in Baltimore, MD, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is &Wealth Partners registered with the SEC or a state?
&Wealth Partners is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 149136.
How much does &Wealth Partners manage?
&Wealth Partners reports $508,225,417 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (55% discretionary).
How have &Wealth Partners' assets and staff changed since 2021?
In the Form ADV data for &Wealth Partners: Regulatory assets under management: $295,528,272 in the October 2021 data and $508,225,417 in the October 2026 data, up 72%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does &Wealth Partners serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (70); individuals (other than high net worth individuals) (26); corporations or other businesses not listed above (7).
Which custodians does &Wealth Partners use?
&Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and J.P. Morgan Securities LLC (affiliated with the firm) as custodians holding 10% or more of its separately managed account assets.
Does &Wealth Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/149136
Does &Wealth Partners state an account minimum?
Its Form ADV Part 2A brochure dated February 23, 2026 says: "The Registrant does not impose an account minimum for starting or maintaining an account."
What changed in &Wealth Partners' recent Form ADV filings?
In the March 2026 filing data: Changed its office addresses in New York, NY.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1% of assets a year
The brochure's wording
The Registrant's annual fee shall be prorated and charged quarterly, in arrears, based upon the market value of the assets on the last day of the previous quarter. The annual fee is 1.00%.
Account minimum: None
The brochure's wording
The Registrant does not impose an account minimum for starting or maintaining an account.
Minimum annual fee: $10,000
The brochure's wording
As a condition for starting and maintaining a relationship, the Registrant shall generally impose a minimum annual fee of $10,000.
The Registrant, in its sole discretion, may waive its minimum annual fee based upon certain criteria including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client, account retention, and pro bono activities.
As stated in the firm's Form ADV Part 2A brochure dated February 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$508,225,417 as of October 2026, filing dated February 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- And Wealth Partners, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2009 (17 years)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the March 2026 filing
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $508,225,417 | 5 | February 23, 2026 |
| October 2025 | $470,940,507 | 4 | March 3, 2025 |
| October 2024 | $399,089,764 | 3 | February 21, 2024 |
| October 2023 | $320,870,359 | 3 | July 24, 2023 |
| October 2022 | $334,122,989 | 2 | March 11, 2022 |
| October 2021 | $295,528,272 | 3 | May 12, 2021 |
Regulatory assets under management: $295,528,272 in the October 2021 data and $508,225,417 in the October 2026 data, up 72%.
Total employees: 3 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Changed its office addresses in New York, NY.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. &Wealth Partners (CRD 149136): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/and-wealth-partners-baltimore-md-149136