and Wealth Partners LLC
Legal Name: AND WEALTH PARTNERS, LLC
1629 THAMES STREET, SUITE 300, BALTIMORE, MD
410-844-3300
https://www.andwealth.com
Frequently Asked Questions (FAQ)
Full Contact Details
and Wealth Partners LLC
1629 THAMES STREET, SUITE 300, BALTIMORE, MD
410-844-3300
866-526-4871
Other Info
AND Wealth Partners LLC, legally known as AND WEALTH PARTNERS, LLC, is a Limited Liability Company based in NY with an SEC approval since Jan 2, 2009. The firm has three employees, including one in an advisory role, while its total number of clients served remains undisclosed.
&Wealth Partners LLC Financial Advice for Women Who Are Recreating Their Lives
We are a boutique financial firm created for women who are managing major life events and their own new-found finances.
Direct Owners
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DORIE HARRIET FAIN
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns 75% or more
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Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 6, 2019
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