# AND WEALTH PARTNERS, LLC

AND WEALTH PARTNERS, LLC of BALTIMORE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 149136
- Type: SEC-registered investment adviser
- SEC file number: 801-69853
- Location: 1629 THAMES STREET, SUITE 300, BALTIMORE, MD, 21231
- Phone: 410-844-3300
- Latest filing: 2026-02-23
- Regulatory AUM: $508.2M
- Discretionary AUM: $280.2M
- Non-discretionary AUM: $228.0M
- Clients: 5
- Accounts: 254

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (7)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149136/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149136/similar
- Related entities: https://search.stillhousedata.com/firm/149136/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149136

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.