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BALDWIN WEALTH PARTNERS, LLC
CRD 105343File 801-15418
APPROVED
Retail clients
Custody
Filing as of Jul 21, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.