# Baldwin Wealth Management, LLC

> Baldwin Wealth Management, LLC is a state-registered investment advisory firm in St. Louis, MO, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 154633
- Filed as: BALDWIN WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154633
- AdvisorCensus page: https://advisorcensus.com/firm/baldwin-wealth-management-llc-st-louis-mo-154633

## Quick answers

**How is Baldwin Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Baldwin Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Baldwin Wealth Management, LLC located?**
Baldwin Wealth Management, LLC's principal office is in St. Louis, MO, according to its Form ADV.

**Is Baldwin Wealth Management, LLC registered with the SEC or a state?**
Baldwin Wealth Management, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154633.

**How much does Baldwin Wealth Management, LLC manage?**
Baldwin Wealth Management, LLC reports $71,332,812 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).

**What types of clients does Baldwin Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (20); individuals (other than high net worth individuals) (8); charitable organizations (1).

**Does Baldwin Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154633

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $71,332,812
- Discretionary: $71,332,812
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,904,176 |
| High net worth individuals | 20 | $59,729,360 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $9,699,276 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- baldwinwealthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Baldwin Wealth Management, LLC (CRD 154633): Form ADV filing data as of October 2026.