$508.2M Total AUM
$280.2M Disc. AUM
-- 3Y CAGR
5 Employees
103 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2009
- Office Locations
- 3
Office Locations
1629 Thames Street Suite 300 Baltimore MD
475 Park Avenue South Suite 2100 NEW York NY
-- Port St. Lucie FL
About &Wealth Partners
&Wealth Partners is a financial advisory firm built to serve women navigating major life events—particularly divorce—who are managing their own finances for the first time. The firm provides financial and wealth planning, portfolio construction, and ongoing asset management, with portfolios emphasizing ETFs and public funds. Custody includes Charles Schwab & Co.
Team overview
52 AVG AGE
$169.4M AVG AUM / ADVISOR
$4.9M AVG AUM / CLIENT
8.3 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DORIE HARRIET FAIN
Founder and CEO
- CRD
- #2871080
- Ownership
- 75% or more
Available
Available
Available
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C
Callie Brooks
--
- CRD
- #7807448
Available
Available
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Natalie Beth Sherman
Partner
- CRD
- #7254166
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $280,231,824 | $1,262,306 |
| Non-Discretionary | $227,993,593 | $7,124,800 |
| Total | $508,225,417 | $2,000,887 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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