← Tributary

&WEALTH PARTNERS

BALTIMORE, MD · CRD 149136 · IAPD ↗ · 410-844-3300

$508.2MRegulatory AUM
3Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
March 2026 — &WEALTH PARTNERS reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
March 2026 — &WEALTH PARTNERS crossed $500M in regulatory AUM ($470.9M -> $508.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.