AdvisorCensus / Financial advisors / Massachusetts / Boston / Baldwin Wealth Partners, LLC
Baldwin Wealth Partners, LLC is an SEC-registered investment advisory firm in Marion, MA, registered since 1980, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 2, 2026.
Quick answers
From the filingHow is Baldwin Wealth Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Baldwin Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.
How much does Baldwin Wealth Partners, LLC charge?
Its Form ADV Part 2A brochure dated May 1, 2026 states: Flat fee: $600 to $1,500 a month (account monitoring services, without any advisory or…); Flat fee: $300 to $2,000 a month (bookkeeping services and share check signing privileges). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Baldwin Wealth Partners, LLC located?
Baldwin Wealth Partners, LLC's principal office is in Marion, MA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Baldwin Wealth Partners, LLC registered with the SEC or a state?
Baldwin Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 1980. Status as filed: Approved. CRD 105343.
How much does Baldwin Wealth Partners, LLC manage?
Baldwin Wealth Partners, LLC reports $2,334,719,354 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).
How have Baldwin Wealth Partners, LLC's assets and staff changed since 2021?
In the Form ADV data for Baldwin Wealth Partners, LLC: Regulatory assets under management: $1,308,347,662 in the October 2021 data and $2,334,719,354 in the October 2026 data, up 78%. Total employees: 20 in October 2021 and 34 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Baldwin Wealth Partners, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (372); high net worth individuals (366); charitable organizations (42).
Which custodians does Baldwin Wealth Partners, LLC use?
Baldwin Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets.
Does Baldwin Wealth Partners, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105343
Does Baldwin Wealth Partners, LLC state an account minimum?
Its Form ADV Part 2A brochure dated May 1, 2026 says: "We generally require a minimum dollar value of assets under management of $1,000,000 for starting or maintaining an account. Under special circumstances, we accept portfolios with a dollar value of assets of less than $1,000,000."
What changed in Baldwin Wealth Partners, LLC's recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in CO.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $1,000,000
The brochure's wording
We generally require a minimum dollar value of assets under management of $1,000,000 for starting or maintaining an account. Under special circumstances, we accept portfolios with a dollar value of assets of less than $1,000,000.
Flat fee: $600 to $1,500 a month (account monitoring services, without any advisory or…)
The brochure's wording
In addition to the fees described above, the Firm provides account monitoring services, without any advisory or management services, for a flat fee. Fees range from $600/month to $1,500/month.
Flat fee: $300 to $2,000 a month (bookkeeping services and share check signing privileges)
The brochure's wording
For a small number of clients, we provide bookkeeping services and share check signing privileges with these clients on their individual bank accounts so that we may pay certain expenses of these clients. These services are provided for a fixed monthly fee negotiated with the client. Fees range from $300/month to $2,000/month.
As stated in the firm's Form ADV Part 2A brochure dated May 1, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$2,334,719,354 as of October 2026, filing dated September 2, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Also doing business as
- BALDWIN BROTHERS LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1980 (46 years)
- Employees
- Total: 34. Performing investment advisory functions: 14.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the October 2026 filing
- States registered or notice-filed
-
24 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,334,719,354 | 34 | September 2, 2026 |
| October 2025 | $2,411,954,815 | 33 | July 9, 2025 |
| October 2024 | $2,281,166,083 | 29 | September 30, 2024 |
| October 2023 | $1,903,274,922 | 30 | May 17, 2023 |
| October 2022 | $1,613,972,035 | 21 | July 11, 2022 |
| October 2021 | $1,308,347,662 | 20 | August 13, 2021 |
Regulatory assets under management: $1,308,347,662 in the October 2021 data and $2,334,719,354 in the October 2026 data, up 78%.
Total employees: 20 in October 2021 and 34 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Registered or notice-filed in CO.
- July 2026
- Updated its list of owners and control persons (Schedule A).
- June 2026
- No longer lists an office in Birmingham, AL.
- April 2026
- Registered or notice-filed in OH.
- Updated its list of owners and control persons (Schedule A).
- February 2026
- No longer lists an office in Mill Valley, CA.
- January 2026
- No longer registered or notice-filed in DE, NC, NJ, OH.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Baldwin Wealth Partners, LLC (CRD 105343): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/baldwin-wealth-partners-llc-marion-ma-105343