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BALDWIN WEALTH MANAGEMENT, LLC
CRD 154633
225 SOUTH MERAMEC AVENUE, SUITE 500 A, ST. LOUIS, MO, 63105, United States
Phone
314-395-3648
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$71.3M
Discretionary AUM
$71.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $1.9M |
| High net worth individuals | 20 | $59.7M |
| Charitable organizations | 1 | $9.7M |
All web addresses on file
Official SEC filing: View on IAPD