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Senior Portfolio Manager · Gould Asset Management LLC

Derek M. Baldwin

CRD 6381050 · Named on Form ADV at one SEC-registered adviser

At a glance

Gould Asset Management LLC, an SEC-registered wealth manager based in Claremont, CA with $1.0 billion in regulatory assets, lists Derek M. Baldwin on its Form ADV as Senior Portfolio Manager.

Firms and roles

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Derek’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Derek’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.