AND WEALTH PARTNERS, LLC of BALTIMORE, MD is an SEC-registered investment adviser (CRD 149136). Regulatory assets under management: $508.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Dorie Harriet Fain | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| WASSERSTRUM ALYSSA MELANIE | MANAGER / CHIEF COMPLIANCE OFFICER | — |
| ROSENBAND DORIE FAIN | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| WOJIE SUSAN MARIE | CHIEF COMPLIANCE OFFICER | — |
| ROSENBAND DORIE H | MANAGING MEMBER | — |
| WOJIE SUSAN M | CHIEF COMPLIANCE OFFICER | — |
| FAIN DORIE HARRIET | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |