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THE BALDWIN GROUP WEALTH ADVISORS, LLC
CRD 312284File 801-120404
APPROVED
Retail clients
Disclosure events
Filing as of Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$27.28B
Top 10% of cohort (national)
Discretionary AUM
$3.10B
Non-discretionary $24.17B
Clients
2,134
2,651 accounts
Employees
50
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 26, 2021
- Principal office
- 4211 W. BOY SCOUT BLVD., SUITE 800, TAMPA, FL, 33607
- Phone
- 813-934-2743
- Website
- https://www.baldwin.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $27.28B
- Discretionary AUM
- $3.10B
- Non-discretionary AUM
- $24.17B
- Discretionary accounts
- 1,920
- Non-discretionary accounts
- 731
- Total accounts
- 2,651
- AUM per client
- $12.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 431 | $18.11B |
| Insurance companies | Fewer than 5 | $303.6M |
| Charitable organizations | Fewer than 5 | $1.4M |
| High net worth individuals | 337 | $436.7M |
| Pension and profit sharing plans | 528 | $7.93B |
| State or municipal government entities | Fewer than 5 | $268.0M |
| Individuals (other than high net worth individuals) | 834 | $217.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — VALUE OF PLAN ASSETS
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
- Q11E4
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.