Managing Director · Baldwin Wealth Partners, LLC
William H. Marvel
CRD 2301461 · Named on Form ADV at one SEC-registered adviser
At a glance
Baldwin Wealth Partners, LLC, an SEC-registered wealth manager based in Marion, MA with $2.3 billion in regulatory assets, lists William H. Marvel on its Form ADV as Managing Director, a control person.
Firms and roles
- Baldwin Wealth Partners, LLCManaging DirectorWealth manager · Marion, MA · $2.3B in regulatory assets
AtlasMembers
William’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- Taylor C. BaldwinManaging Partner and Chief Operating Officer, Baldwin Wealth Partners, LLC
- William W. KleinChief Investment Officer, Baldwin Wealth Partners, LLC
- Steven T. DeanChief Compliance Officer, Baldwin Wealth Partners, LLC
- Eric H. StrandPresident and Chief Execuitve Officer, Baldwin Wealth Partners, LLC
- Teresa J. TavaresChief Financial Officer, Baldwin Wealth Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.