BALDWIN WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$2,334,719,354
Discretionary
$2,330,101,418
Non-discretionary
$4,617,936
Firm details
- CRD number
- 105343
- SEC file number
- 801-15418
- Main office
- MARION, MA, United States
- Employees
- 34
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Other
As of October 2026.