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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 36 | 50 | increased by14 |
| Apr 1, 2026 | Clients | 1,833 | 2,134 | increased by301 |
| Apr 1, 2026 | AUM | $21,043,141,324 | $27,276,204,735 | increased by$6,233,063,411 |
| Apr 1, 2026 | Accounts | 2,356 | 2,651 | increased by295 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 36 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 578 | 1,833 | increased by1,255 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,547,378,958 | $21,043,141,324 | increased by$17,495,762,366 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,020 | 2,356 | increased by1,336 |
| Apr 1, 2022 | Employees | 14 | 16 | increased by2 |
| Apr 1, 2022 | Clients | 476 | 578 | increased by102 |
| Apr 1, 2022 | AUM | $2,963,368,418 | $3,547,378,958 | increased by$584,010,540 |
| Apr 1, 2022 | Accounts | 863 | 1,020 | increased by157 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BALDWIN GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BALDWIN GROUP” 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.