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THE BALDWIN GROUP WEALTH ADVISORS, LLC
CRD 312284 · SEC 801-120404
4211 W. BOY SCOUT BLVD., SUITE 800, TAMPA, FL, 33607, United States
Phone
813-934-2743
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$27.28B
Discretionary AUM
$3.10B
Team
50 total employees; 50 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; VALUE OF PLAN ASSETS
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 834 | $217.5M |
| High net worth individuals | 337 | $436.7M |
| Pension/profit sharing plans | 528 | $7.93B |
| Charitable organizations | 1 | $1.4M |
| State/municipal entities | 1 | $268.0M |
| Insurance companies | 2 | $303.6M |
| Corporations/business entities | 431 | $18.11B |
States served
AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, KS, LA, MD, MA, MI, MN, MT, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WA, TX, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD