THE BALDWIN GROUP WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$27,276,204,735
Discretionary
$3,101,618,446
Non-discretionary
$24,174,586,289
Firm details
- CRD number
- 312284
- SEC file number
- 801-120404
- Main office
- TAMPA, FL, United States
- Employees
- 50
- SEC status
- Approved
- Website
- https://www.baldwin.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.