&Wealth Information
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&Wealth
Summary
&Wealth is a boutique financial advisory firm expressly created for women who are managing the inherent complexities of the wealth management process, on their own, often for the first time.
Organization Website | andwealth.com |
Social Links |   |
Phone Number | 4108443300 |
Industries | |
Headquarters Location | 1629 Thames St, Baltimore, MD, 21231 US |
Employees Size | 1-10 employees |
Specialties | Asset Management |
Founded | 2009 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2009 | Privately Held | 25 - 100 | 25.8M | $0 | |
| 1996 | Privately Held | 1-10 | - | $- | |
| 2009 | Privately Held | 1-10 | - | $- |
Employees Turnover 1 quarter 2026
Number of employees switched from or switched to
Total number all of employee turnover
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Number of employees by department
Total number all of employee turnover
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Length of Employment
Employee tenure at &Wealth shows a diverse range of experience levels:
6% have been with the company for less than 1 year11% for 1–2 years11% for 3–4 years17% for 5–7 years17% for 8–10 years39% have over 11 years of service at &WealthDiscover More
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&Wealth
Natalie Sherman
Head of Wealth Planning
Dorie Fain
CEO
Xavier Wallis
President
Mitchell Arthur
Technical Lead
Brittney Cullen
VP of HR
Rei Carvalho
Founder & Executive Chairman
Lucas Miller
Director of Content Marketing, Creative Director
Callie Guthrie Brooks
Client Relationship Manager
Marc Spinelli
Software Engineer - DevOps
Anne Rhodes
Chief Legal Officer
Durgesh Hattangadi
Founder
Randy McClain
Production Support Manager
Wan Mohd Hafiz Razif
Health Wealth Planner
Preston Russell
Software Engineer
Madhur Ralhan
Making Money Work
Oliver Robertsen
Offshore Investment
Yusrina Yasmin
Business Development Executive
Christoffer Borg
Wealth Management Advisor
Pakka Marwari
Boss
Mitchell Arthur
Principal Engineer
Mary Cusumano
Client Relationship Manager
Jair Basso
VP of Security
Salma Kamel
Sales manger
Ege Bozkurt
Equity Derivatives Trader
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FAQ
&Wealth operates in the Finance industries. More details can be found on the official website: andwealth.com.
The headquarters of &Wealth are located in Baltimore, United States.
You can contact &Wealth by phone at 4108443300.
&Wealth currently employs 1-10 people.
Well-known competitors of &Wealth include The Retirement Planners, Astoria Strategic Wealth and Shorepoint Capital Partners.
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