And Wealth Partners

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

1629 Thames St Ste 300, Baltimore, Maryl...

Phone Number

(410) 844-3300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
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1

About And Wealth Partners

&Wealth Partners LLC is a boutique financial firm dedicated to providing financial advice specifically for women who are navigating significant life changes and managing their finances for the first time. The firm offers services in financial planning, investment and asset management, and support during divorce. It aims to be the premier financial advisory firm for this select group of clients. Located in Baltimore, Maryland, &Wealth Partners LLC focuses on empowering women to take control of their financial futures.Explore more
And Wealth Partners's Social MediaPopular SearchesAnd Wealth Partners LLCWealth Partners LLCAndwealthAnd Wealth Partners Holdings IncWealth PartnersSIC Code 62,628NAICS Code 52,523Show more

And Wealth Partners Org Chart

Dorie Fain, Founder & Chief Executive Officer at And Wealth Partners
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Founder & Chief Executive Officer

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Wealth Planning Head

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Client Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

And Wealth Partners

<$5M
11-50
Private
-
2010
Dorie Fain, Founder & Chief Executive Officer at And Wealth Partners
Dorie FainFounder & CEO
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
1-10
Private
-
-
DF
Dawn FerrieraRegistered Tax Advisor
<$5M
1-10
Private
-
2013
PL
Paul LaViolaManager, Wealth Certified Financial & Planner & Co-Founder & Fee-Only Advisor
<$5M
1-10
Private
-
2004
Robert Rall, President & Founder at Rall Capital Management
Robert RallPresident & Founder
<$5M
1-10
Private
-
2009
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

And Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

And Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about And Wealth Partners.

And Wealth Partners Tech Stack

A closer look at the technologies used by And Wealth Partners

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Frequently Asked Questions Regarding And Wealth Partners

What is And Wealth Partners's official website?
And Wealth Partners's official website is www.andwealth.com
What is And Wealth Partners's Revenue?
And Wealth Partners's revenue is <$5 Million
What is And Wealth Partners's SIC code?
And Wealth Partners's SIC: 62,628
What is And Wealth Partners's NAICS code?
And Wealth Partners's NAICS: 52,523
How many employees does And Wealth Partners have?
And Wealth Partners has 11-50 employees
What industry does And Wealth Partners belong to?
And Wealth Partners is in the industry of: Finance, Securities Trading
What is And Wealth Partners competition?
And Wealth Partners top competitors include: Alliance Wealth Advisors, Whalen Financial, Rall Capital Management, Foundation Wealth Management
What technology does And Wealth Partners use?
Some of the popular technologies that And Wealth Partners uses are: WordPress.org, Google Universal Analytics, Proofpoint, Google Font API
How do I contact And Wealth Partners?
And Wealth Partners contact info: Phone number: (410) 844-3300 Website: www.andwealth.com
What does And Wealth Partners do?

&Wealth Partners LLC is a boutique financial firm dedicated to providing financial advice specifically for women who are navigating significant life changes and managing their finances for the first time. The firm offers services in financial planning, investment and asset management, and support during divorce. It aims to be the premier financial... advisory firm for this select group of clients. Located in Baltimore, Maryland, &Wealth Partners LLC focuses on empowering women to take control of their financial futures.Read More

What are And Wealth Partners social media links?
And Wealth Partners Linkedin page
Is And Wealth Partners a public company?
And Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about And Wealth Partners

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