RIA Intel›Advisers›Florida›THE BALDWIN GROUP WEALTH ADVISORS, LLC

THE BALDWIN GROUP WEALTH ADVISORS, LLC

Advisory

N·TAMPA, FL

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$27.3B
1-Year AUM Growth
+500.0%
3-Year CAGR
+80.1%
Employees
50
Assets Under Management
Total AUM$27.3B
Discretionary AUM$3.1B
Non-Discretionary AUM$24.2B
Discretionary %11.4%
Total Clients1,833
Team
Total Employees50
Investment Advisers50
Employee Growth (1Y)-16.3%
Filing History
Total Filings on Record31
First FilingJan 28, 2021
Latest FilingMar 25, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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