{
  "crd_number": 105343,
  "slug": "baldwin-wealth-partners-llc-marion-ma-105343",
  "primary_business_name": "BALDWIN WEALTH PARTNERS, LLC",
  "legal_name": "BALDWIN WEALTH PARTNERS, LLC",
  "dbas": [
    "BALDWIN BROTHERS LLC"
  ],
  "city": "Marion",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1980-07-01",
  "years_registered": 46,
  "period": "2026-10-01",
  "filing_date": "2026-09-02",
  "carried_forward": false,
  "raum_total": 2334719354.0,
  "raum_discretionary": 2330101418.0,
  "raum_non_discretionary": 4617936.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 34,
  "advisory_employees": 14,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 121517496.0,
      "count": 42
    },
    "individuals": {
      "raum": 130794066.0,
      "count": 372
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 899203.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1993821418.0,
      "count": 366
    },
    "pooled_investment_vehicles": {
      "raum": 12023727.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 75663444.0,
      "count": 28
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "CO",
    "CT",
    "FL",
    "IL",
    "IN",
    "KY",
    "MA",
    "MD",
    "ME",
    "MN",
    "MT",
    "NH",
    "NM",
    "NY",
    "OH",
    "OR",
    "PA",
    "RI",
    "TX",
    "VA",
    "VT",
    "WA"
  ],
  "websites": [
    "https://baldwin-llc.com",
    "https://baldwinbrothersinc.com",
    "https://linkedin.com/company/baldwinwealthpartners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105343",
  "city_as_filed": "MARION",
  "url": "https://advisorcensus.com/firm/baldwin-wealth-partners-llc-marion-ma-105343",
  "display_name": "Baldwin Wealth Partners, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Baldwin Wealth Partners, LLC (CRD 105343): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Baldwin Wealth Partners, LLC compensated?",
      "a": "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."
    },
    {
      "q": "How much does Baldwin Wealth Partners, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Baldwin Wealth Partners, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Baldwin Wealth Partners, LLC registered with the SEC or a state?",
      "a": "Baldwin Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 1980. Status as filed: Approved. CRD 105343."
    },
    {
      "q": "How much does Baldwin Wealth Partners, LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have Baldwin Wealth Partners, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Baldwin Wealth Partners, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Baldwin Wealth Partners, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Baldwin Wealth Partners, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Baldwin Wealth Partners, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Baldwin Wealth Partners, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in CO."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1308347662.0,
      "total_employees": 20,
      "filing_date": "2021-08-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1613972035.0,
      "total_employees": 21,
      "filing_date": "2022-07-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1903274922.0,
      "total_employees": 30,
      "filing_date": "2023-05-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2281166083.0,
      "total_employees": 29,
      "filing_date": "2024-09-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2411954815.0,
      "total_employees": 33,
      "filing_date": "2025-07-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2334719354.0,
      "total_employees": 34,
      "filing_date": "2026-09-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in CO."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "No longer lists an office in Birmingham, AL."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in OH.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "No longer lists an office in Mill Valley, CA."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in DE, NC, NJ, OH."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "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)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $600 to $1,500 a month (account monitoring services, without any advisory or…)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $300 to $2,000 a month (bookkeeping services and share check signing privileges)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 600.0,
          "max": 1500.0,
          "period": "monthly",
          "service": "account monitoring services, without any advisory or management services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 300.0,
          "max": 2000.0,
          "period": "monthly",
          "service": "bookkeeping services and share check signing privileges"
        }
      ]
    },
    "quotes": [
      "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.",
      "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.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/baldwin-wealth-partners-llc-marion-ma-105343.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 372,
      "fewer_than_5": false,
      "raum": 130794066.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 366,
      "fewer_than_5": false,
      "raum": 1993821418.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 12023727.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 899203.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 42,
      "fewer_than_5": false,
      "raum": 121517496.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 28,
      "fewer_than_5": false,
      "raum": 75663444.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105343",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}