BALDWIN WEALTH PARTNERS, LLC

CRD 105343 · SEC 801-15418

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204 SPRING STREET, MARION, MA, 02738, United States

Phone

(508) 748-0800

Fax

(508) 748-0806

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.33B

Discretionary AUM

$2.33B

Team

34 total employees; 14 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees; MANAGEMENT FEES FOR LIMITED PARTNERSHIPS

Org form

Limited Liability Company

Filing date

2026-05-01

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	372	$130.8M
High net worth individuals	366	$1.99B
Pooled investment vehicles	1	$12.0M
Charitable organizations	42	$121.5M
Corporations/business entities	28	$75.7M

States served

VT, AL, CA, IL, IN, KY, ME, MD, MA, MN, MT, NM, NY, OH, OR, PA, RI, VA, WA, TX, NH, CT, FL

All web addresses on file

https://www.baldwinbrothersinc.com
https://www.baldwin-llc.com
https://www.linkedin.com/company/baldwinwealthpartners/

Official SEC filing: View on IAPD