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BALDWIN WEALTH PARTNERS, LLC
CRD 105343File 801-15418
APPROVED
Retail clients
Custody
Filing as of Sep 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.33B
Top 25% of cohort (national)
Discretionary AUM
$2.33B
Non-discretionary $4.6M
Clients
809
2,100 accounts
Employees
34
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 1, 1980
- Principal office
- 204 SPRING STREET, MARION, MA, 02738
- Phone
- (508) 748-0800
- Website
- https://www.baldwin-llc.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.33B
- Discretionary AUM
- $2.33B
- Non-discretionary AUM
- $4.6M
- Discretionary accounts
- 2,092
- Non-discretionary accounts
- 8
- Total accounts
- 2,100
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 28 | $75.7M |
| Charitable organizations | 42 | $121.5M |
| High net worth individuals | 366 | $1.99B |
| Pooled investment vehicles | 1 | $12.0M |
| Pension and profit sharing plans | Fewer than 5 | $899K |
| Individuals (other than high net worth individuals) | 372 | $130.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — MANAGEMENT FEES FOR LIMITED PARTNERSHIPS
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 33 | 34 | increased by1 |
| Apr 1, 2026 | Clients | 837 | 809 | decreased by28 |
| Apr 1, 2026 | AUM | $2,411,954,815 | $2,334,719,354 | decreased by$77,235,461 |
| Apr 1, 2026 | Accounts | 2,252 | 2,100 | decreased by152 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 850 | 837 | decreased by13 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $2,505,407,484 | $2,411,954,815 | decreased by$93,452,669 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 2,200 | 2,252 | increased by52 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 33 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 396 | 850 | increased by454 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,613,972,035 | $2,505,407,484 | increased by$891,435,449 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 989 | 2,200 | increased by1,211 |
| Apr 1, 2022 | Employees | 20 | 21 | increased by1 |
| Apr 1, 2022 | Clients | 390 | 396 | increased by6 |
| Apr 1, 2022 | AUM | $1,438,255,919 | $1,613,972,035 | increased by$175,716,116 |
| Apr 1, 2022 | Accounts | 971 | 989 | increased by18 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BALDWIN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BALDWIN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.