RIA Intel›Advisers›Massachusetts›BALDWIN WEALTH PARTNERS, LLC

BALDWIN WEALTH PARTNERS, LLC

Advisory

N·MARION, MA

Data as of Jul 21, 2026 · Source: SEC Form ADV

Total AUM

$2.3B

1-Year AUM Growth

+9.8%

3-Year CAGR

+15.8%

Employees

14

Assets Under Management

Total AUM$2.3B

Discretionary AUM$2.3B

Non-Discretionary AUM$5M

Discretionary %99.8%

Total Clients837

Team

Total Employees14

Investment Advisers34

Employee Growth (1Y)+16.7%

Private Funds

Number of Private Funds1

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record85

First FilingJan 29, 2001

Latest FilingJul 21, 2026

🔒 Full AUM trend chart and 85 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BALDWIN WEALTH PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.